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2017 Q2 Recap & Outlook

The rally that shifted into high gear after the election extended through the second quarter. The S&P 500 gained 3% during the period to leave the index 9% higher for the year. This is the broad market’s best first half since 2013. Mega-cap technology stocks like...

Peloton 2017 Q1 Recap

Peloton Wealth 2017 Q1 Recap & Outlook The “Trump Bump” for stocks that began November 9th stalled in March but nonetheless managed to lift the S&P 500 6.1% in the quarter. The underlying fundamentals remain constructive for the broad market, and there are...

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Guide To Management Fees

Investors face many choices when selecting an investment advisor. The variety of advisory compensation arrangements is nearly as broad as the breadth of service offerings, making the selection process all the more complex.

Complexity itself is not a problem, but it tends to cloud value assessment.

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