by Steve Carr | Nov 15, 2021 | Financial Strategy, Investing, Peloton Updates |
In the profile sheet of our Fundamental Growth strategy we describe it as: A high-quality equity portfolio of well-managed, fast-growing companies with strong balance sheets. The portfolio employs a disciplined, proprietary and research-driven investment process....
by David Morrison | Jun 17, 2021 | Investing, Peloton Updates |
On the heels of stronger inflation expectations, The Federal Reserve opened the door to begin tapering its bond purchasing program and signaled interest rates will need to rise sooner and faster. Markets reacted to the news with major stock indexes closing lower and...
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 David Morrison | Jun 17, 2020 | Investing, Peloton Updates |
Over the past four months there has been an explosion in new retail trading accounts. Robinhood, the stock trading app popular amongst millennials, opened a record 3 million new accounts in the first quarter. Most of these accounts are owned by “Newbies” who lack...
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 Steve Carr | Mar 22, 2020 | Economics & Capital Markets, Investing, Peloton Updates |
Principles help us understand our environment and give us tools for making good decisions. During periods of stress and volatility in the financial markets, we refer to principles to guide us as we manage money. We wanted to share five of those with you to guide your...
