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Market Commentary: March 2021 – Economic Impact of the American Rescue Plan Act of 2021

Market Commentary: Economic Impact of the American Rescue Plan Act of 2021 March 2021 By Peter Nielsen, CFA Each time the economy faces a downturn, lawmakers have to grapple with how …

Market Commentary: February 2021 – Investing vs. Gambling: A Comparison of Today’s Market to the 2000 Tech Bubble

Market Commentary: Investing vs. Gambling: A Comparison of Today’s Market to the 2000 Tech Bubble February 2021 By Peter Nielsen, CFA There’s a mania that has taken over the investment world …

Reflections from our Bookshelf: Attention!

Attention! The Power of Simple Decisions in a Distracted World By: Rob Hatch Reflection by: Jenny Hagadorn   Why I read it? With technology being such a huge part of …

Reflections from our Bookshelf: Greenlights

Greenlights By: Matthew McConaughey Reflection by: McCreight King, CLU®️, CFP®️   Why I read it? A really good friend read it and said it was an interesting read. It was …

Reflections from our Bookshelf: Principles of Self-Management

Principles of Self-Management: The Key to Personal and Professional Success By: John C. Marshall, PhD & Bob McHardy CLU Reflection by: Emily Edwards   Why I read it? I chose …

Market Commentary: January 2021 – Onward & Upward in 2021

Market Commentary: Onward & Upward in 2021 January 2021 By Peter Nielsen, CFA Given the current environment of peak coronavirus infections and challenges to vaccine rollout programs, it’s understandable that many …

Reflections from our Bookshelf: The Goal

The Goal: A Process of Ongoing Improvement By: Eliyahu M. Goldratt Reflection by: Kylie Felker What is it all about? The Goal is a business novel written about a harried …

Market Commentary: December 2020 – Why is the Stock Market Soaring?

Market Commentary: Why is the Stock Market Soaring? December 2020 By Peter Nielsen, CFA Not many would ever have guessed that the stock market would be up 13% in the middle …

Reflections from our Bookshelf: Raising Grateful Kids in an Entitled World

Raising Grateful Kids in an Entitled World By: Kristen Welch Reflection by: Olivia Good Why I read it? The title of this book caught my eye. By seeing just how …

We have a plan for that: In-laws Visiting for the Holidays

We’re looking forward to the holiday season, but that also means getting the house ready for guests.  Our Cleaning Checklist will help your home pass even the most eagle-eyed mother-in-law’s inspection!