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Special Market Commentary: March 2023 – Translating the Turmoil

Translating the Turmoil March 16, 2023 By Robert F. Taylor, CFA The past few days have brought two of the three largest bank failures in U.S. history, which have elevated …

Reflections from our Bookshelf: Instinct

Instinct: Rewire Your Brain with Science-Backed Solutions to Increase Productivity and Achieve By: Rebecca Heiss, PhD Reflection by: Jenny Hagadorn, CFP® Why I read it? In 2022, some of my …

Market Commentary: February 2023 – Leading the Runner

Leading the Runner February 2023 By Jonathan McAdams, CFA Football season has now drawn to a close (congrats Chiefs fans!). Like many Super Bowl fans, I was particularly gripped by …

Reflections from our Bookshelf: You’re Not Listening

You’re Not Listening: What You’re Missing and Why it Matters By: Kate Murphy Reflection by: Olivia Good   Why I read it? The title caught my attention because we all …

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 …