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Tax-loss Harvesting

by David Morrison | Dec 16, 2020 | Financial Strategy, Investing, Peloton Updates | 0 comments

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...

Revisiting Peloton’s Election Outlook

by Steve Carr | Nov 11, 2020 | Financial Strategy, Peloton Updates | 0 comments

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...

Welcome tax relief for investors subject to Required Minimum Distributions (RMDs)

by Matt Bradley | Apr 6, 2020 | Economics & Capital Markets, Financial Strategy, Peloton Updates | 0 comments

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...

Have Stocks Bottomed?

by David Morrison | Mar 30, 2020 | Economics & Capital Markets, Financial Strategy, Investing, Peloton Updates | 0 comments

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...

The Stay at Home Economy

by Matt Bradley | Mar 16, 2020 | Economics & Capital Markets, Financial Strategy, Investing, Peloton Updates | 0 comments

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...

Quality Matters

by David Morrison | Mar 9, 2020 | Economics & Capital Markets, Financial Strategy, Peloton Updates | 0 comments

Financial markets declined sharply today from a full-blown price war in oil and continued fears over the global spread of COVID-19. Oil prices were down more than 20% after OPEC and other oil exporters failed to agree on production cuts.  As a result, Saudi Arabia...
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