by David Morrison | Sep 15, 2020 | Economics & Capital Markets, Peloton Updates |
The race for the White House and control of Congress will be determined in less than 50 days. As election polls tighten, President Trump and former Vice President Joe Biden will battle for the 270 of the 538 Electoral College votes needed to be elected. As for the...
by Steve Carr | Aug 14, 2020 | Economics & Capital Markets, Peloton Updates |
Legendary value investor Warren Buffett has always been an active manager – buying stocks of individual companies. However, during Berkshire Hathaway’s 2020 annual meeting, he reiterated advice he has offered in prior years: “For most people, the best thing to do is...
by Steve Carr | Aug 14, 2020 | Economics & Capital Markets, Peloton Updates |
Background As of July 31, 2020, the Standard and Poor’s 500 Total Return Index® (including dividends) was up 2.49% year-to-date. Given the speed and depth of the drop to the March 23 low, it might seem like a minor miracle that we have positive return year-to-date at...
by David Morrison | May 6, 2020 | Economics & Capital Markets, Peloton Updates |
Commonly referred to as the Fed Beige Book, the United States Federal Reserve Board publishes a report, Summary of Commentary on Current Economic Conditions, eight times per year. Each report is a gathering of anecdotal information on current regional economic...
by Matt Bradley | Apr 6, 2020 | Economics & Capital Markets, Financial Strategy, Peloton Updates |
As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, investors stand to potentially benefit from the waiver of required minimum distributions (RMDs) for calendar year 2020. RMDs are based on your age and your retirement account balance at the...
by David Morrison | Mar 30, 2020 | Economics & Capital Markets, Financial Strategy, Investing, Peloton Updates |
As the American public and the U.S. economy fight the devastating spread of COVID-19, President Trump signed a $2 trillion coronavirus relief bill that became the largest stimulus package in U.S. history. It represents a massive financial injection into a struggling...
