It Takes What It Takes By: Trevor Moawad Reflection by: Rob Coleman Why I read it? A good friend of mine saw me walking my dogs and stopped me in …
Mastering the Market Cycle: Getting the Odds on Your Side By: Howard Marks Reflection by: Jonathan McAdams, CFA Why I read it? Howard Marks is a very respected investor and …
Inflation & The Fed Redux June 2023 By Ward Williams Over the last several quarters we have seen rising inflation and watched as The Fed has raised interest rates in …
An Exercise in Frustration May 2023 By Jonathan McAdams, CFA My oldest son is a cross country and track athlete, and I tell people that apple fell very far from …
Leveling Up: 12 Questions to Elevate Your Personal and Professional Development By: Randy Leak Reflection by: Austin Taylor Why I read it? A colleague, friend and mentor suggested the book …
The Motive By: Patrick Lencioni Reflection by: McCreight King Why I read it? I enjoy reading books about business in general and it was also recommended by a coworker. What …
Is the Dollar Doomed? April 20, 2023 By Robert F. Taylor, CFA The U.S. Dollar, as the world’s major reserve currency, has recently faced speculation about its decline and potential …
Investing in the World of AI March 23, 2023 By Ward Williams Note: While we are actively monitoring news out of the banking sector and will follow up if new …
Don’t Sweat the Small Stuff and It’s all Small Stuff: Simple Ways to Keep the Little Things From Taking Over Your Life By: Richard Carlson Reflection by: Rochelle Pettit Why …
Market Commentary: July 2023 – Take a Breadth
Take a Breadth July 2023 By Robert F. Taylor, CFA Imagine yourself strolling down a vibrant city street filled with bustling shops and lively businesses on both sides. The atmosphere …