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Peloton 2019 Q2 Recap

The old Wall Street adage “sell in May and go away” seemed to be working in 2019 – until early June when the market recouped May’s decline and quickly reached all-time high levels.  In fact, despite the ups and downs since the start of the year, the market registered...

Doing business as Peloton Capital Management®

We are excited to announce Peloton Wealth Strategists, Inc.™ will be doing business as Peloton Capital Management®. What does this mean for Peloton clients and why move forward as Peloton Capital Management? Most importantly, this is a positive milestone for...

Where’s the Value in a Financial Plan?

A comprehensive financial advisory engagement often delivers significant value. Distinguishing between the initial plan and “on-going” planning is worthwhile. This blog describes the two types of planning and whether and when they are most valuable. Initial Strategy...

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