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Market Commentary: January 2022 – How the American “Worker” is Rapidly Changing

How the American “Worker” is Rapidly Changing January 2022 By Robert F. Taylor, CFA I first experienced the promise and fears of robotics and automation as a young boy through …

Reflections from our Bookshelf: Misbehaving: The Making of Behavioral Economics

Misbehaving: The Making of Behavioral Economics By: Richard H. Thaler Reflection by: Jonathan McAdams, CFA®   Why I read it? Since my first psychology course in college, I’ve always been …

Market Commentary: December 2021 – An Interest Rate Carol

Market Commentary: An Interest Rate Carol December 2021 By Jonathan McAdams, CFA In Charles Dickens’ classic “A Christmas Carol,” the tight-fisted and self-centered Ebenezer Scrooge is visited on Christmas Eve …

Reflections from our Bookshelf: I Am Here

I Am Here By: Ashley Lemieux Reflection by: Heather Cole   Why I read it? About a year ago I started following the author on Instagram. She was a typical …

Market Commentary: November 2021 – Flying Fossils

Market Commentary: Flying Fossils November 2021 By Robert F. Taylor, CFA It wasn’t all that long ago that if you were an oil producer you had to pay a counterparty …

Reflections from our Bookshelf: Out and Back

Out and Back By: Hillary Allen Reflection by: Austin Taylor   Why I read it? Admittedly, I read this book looking for inspiration and a little help pushing myself as …

Market Commentary: October 2021 – A New Season

Market Commentary: A New Season October 2021 By Jonathan McAdams, CFA As the saying goes, “streaks are made to be broken.” The second longest Jeopardy win streak was broken this …

Reflections from our Bookshelf: Uncommon Leadership

Uncommon Leadership By: Ben Newman Reflection by: Rand Baughman   Why I read it? I read this book because one of my goals is to continue to evolve and improve …

Market Commentary: September 2021 – A New Season

Market Commentary: A New Season September 2021 By Robert F. Taylor, CFA As 2021 winds down, the economy appears to be exiting the recovery stage and settling into an expansionary …

Reflections from our Bookshelf: The Ride of a Lifetime

The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company By: Robert Iger Reflection by: Katie Sanders   Why I read it? I …