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!
Make your Kid a Money Genius (Even if You’re Not) By: Beth Kobliner Reflection by: Jessica Rogers Why I read it? A team member suggested this topic to me as …
The Go-Giver By: Bob Burg & John David Mann Reflection by: Shannon Dermody Why I read it? Kylie suggested this book to me as a piece that was a quick …
Market Commentary: September 2020 Elections vs. the Market Part Two: Party On! By Peter Nielsen, CFA This is the second issue of our three-part series on how presidential elections impact the …
Market Commentary: August 2020 Elections vs. the Market Part One: The Hoax of the Presidential Cycle By Peter Nielsen, CFA In the coming months we will be publishing a three-part series …
Pound the Stone: 7 Lessons to Develop Grit on the Path to Mastery By: Joshua Medcalf Reflection by: Rob Victor Why I read it? I am always looking for books …
Make Your Bed: Little things that can Change Your Life… And Maybe the World By: Admiral William H. McRaven (Retired) Reflection by: Rob Coleman Why I read it? I had …
Market Commentary: July 2020 How are stocks being impacted by the coronavirus? By Peter Nielsen, CFA We extend our sincere good wishes and prayers to clients and families who have been …
The Tipping Point: How Little Things Can Make a Big Difference By: Malcolm Gladwell Reflection by: Emily Edwards Why I read it? This book came up on a recommended reading …
Market Commentary: October 2020 – Elections vs. The Market Part Three: Bad Timing
Market Commentary: October 2020 Elections vs. the Market Part Three: Bad Timing By Peter Nielsen, CFA This is the last issue of our three-part series on how presidential elections impact the …