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Market Commentary: January 2023 – Are Bugs a Buy?

Are Bugs a Buy? January 2023 By Robert F. Taylor, CFA If we have learned anything since March of 2020, it’s that the world is changing. After years of low …

Market Commentary: December 2022 – What Lies Beneath the Surface

What Lies Beneath the Surface December 2022 By Ward Williams Hurricane Nicole hit the east coast of Florida earlier this month and washed away vast amounts of sand from various …

Reflections from our Bookshelf: The Alter-Ego Effect

The Alter-Ego Effect: The Power of Secret Identities to Transform Your Life By: Todd Herman Reflection by: Sara Clough   Why I read it? At work, or just life in …

Reflections from our Bookshelf: The Joy of Missing Out

The Joy of Missing Out: Live More by Doing Less By: Tonya Dalton Reflection by: Bri Prosser   Why I read it? Who isn’t looking for a way to free …

Market Commentary: November 2022 – The “Near” Death of Bonds

The “Near” Death of Bonds November 2022 By Jonathan McAdams, CFA In 1952, a University of Chicago professor named Harry Markowitz published a Journal of Finance article inauspiciously titled “Portfolio …

Reflections from our Bookshelf: Astrophysics for People in a Hurry

Astrophysics for People in a Hurry By: Neil deGrasse Tyson Reflection by: Smith Webster, CPA   Why I read it? Anytime there is a special alignment of the planets, a …

Market Commentary: October 2022 – Where do we go from here?

Where do we go from here? October 2022 By Robert F. Taylor, CFA “And where do we go from here? Which is the way that’s clear?” – David Essex, “Rock …

Reflections from our Bookshelf: Winning

Winning: The Unforgiving Race to Greatness By: Tim Grover Reflection by: Andrew Brown   Why I read it? The author, Tim Grover, has trained several high-profile athletes and business leaders. …

Market Commentary: September 2022 – The Outlook from Jackson Hole

The Outlook from Jackson Hole September 2022 By Ward Williams The Federal Reserve Bank of Kansas City hosted its annual economic symposium in Jackson Hole, Wyoming on August 25, 2022. …

Reflections from our Bookshelf: The Happiness Hypothesis

The Happiness Hypothesis: Finding Modern Truth in Ancient Wisdom By: Jonathan Haidt Reflection by: Ward Williams   Why I read it? Two of my favorite pastimes are philosophy and research, …