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: June 2020 First Quarter Earnings Calls Highlight Digitization By Peter Nielsen, CFA Every major event leaves a lingering after-taste. Consider how investment banking changed after the Tech bubble, or …
When Genius Failed: The Rise and Fall of Long Term Capital Management By: Roger Lowenstein Reflection by: Peter Nielsen, MBA, CFA® Why I read it? When Genius Failed is the …
The 21 Irrefutable Laws of Leadership By: John Maxwell Reflection by: Rand Baughman CFP®, CIMA® Why I read it? One of my goals for 2020 is to make reading …
Market Commentary: April 2020 Uncertainty’s Negative Impact By Peter Nielsen, CFA After several weeks of bad news, we’re finally getting some good news. While it’s still early, recent data suggests …
You Need a Budget By: Jesse Mecham Reflection By: Susan Harvell Why I read it? In December, Rob Victor and I hosted a financial workshop for young professionals. As recent …
Market Commentary: March 2020 Coronavirus Economics By Peter Nielsen, CFA Academics say that stock markets are a “discounting mechanism.” That is, investors discount, or assess all available information when pricing …
Your Lion Inside By: Kimberly Faith Reflection By: Brittany Orr, RICP® Why I read it? The book was featured at a Women’s Business Summit I attended in November of last …
The Infinite Game By: Simon Sinek Reflection By: McCreight King CLU®, CFP® Why I read it? I really enjoyed reading another of Sinek’s books recently, Start with Why, and thought I …
Market Commentary: July 2020 – How are stocks being impacted by the coronavirus?
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 …