by Steve Carr | Aug 17, 2022 | Investing, Peloton Updates, Tax, Wealth Planning |
Most financial advisors today recommend mutual funds and ETFs for their clients’ investment portfolios. Advisors tend to regard stocks as too risky for their clients, by which they mean the prices of individual stocks are too volatile. Moreover, learning to value an...
by Steve Carr | Nov 15, 2021 | Investing, Peloton Updates, Wealth Planning |
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 | Investing, Peloton Updates, Wealth Planning |
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, Investing, Peloton Updates, Wealth Planning |
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...
