by David Morrison | Mar 15, 2021 | Financial Strategy, Peloton Updates |
The S&P 500 index measures the performance of the largest 500 publicly traded companies within the U.S. It’s a commonly followed index often referred to as the stock market. Despite short-term volatility and headwinds, e.g., COVID-19 and economic lockdowns, the...
by David Morrison | Dec 16, 2020 | Financial Strategy, Investing, Peloton Updates |
As the end of the year approaches, now is an appropriate time to consider harvesting your investment losses to offset your gains. Tax-loss harvesting is an effective portfolio strategy allowing investors to sell taxable investment assets-such as individual stocks and...
by Steve Carr | Nov 11, 2020 | Financial Strategy, Peloton Updates |
We had more questions from clients about the merits of reducing their stock exposure leading up to this election than during any other time we can recall. Given the circumstances of this campaign and the many shocks of 2020, the urge to “act” is strong. In our...
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...
by Matt Bradley | Mar 16, 2020 | Economics & Capital Markets, Financial Strategy, Investing, Peloton Updates |
In a surprise move last night, the Federal Reserve announced it is dropping its benchmark interest rate to zero and launching a massive $700 billion quantitative easing program – measures to ensure financial system liquidity and proper functioning. This aggressive...
