by Matt Bradley | Jul 12, 2021 | Peloton Updates, Quarterly Recap |
Equity markets rallied to fresh new highs in the second quarter as the economic reopening accelerated. Although it is still difficult to meaningfully analyze year-over-year data because everything was effectively shut down at this time last year, many indicators have...
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 Steve Carr | May 13, 2021 | Financial Strategy, Giving, Peloton Updates |
A Qualified Charitable Distribution (QCD) is an allowed distribution from an IRA to a non-profit organization. First introduced as part of the Pension Protection Act of 2006, these distributions remain an option for donors today. While QCDs were available last year,...
by Matt Bradley | Apr 15, 2021 | Peloton Updates, Quarterly Recap |
The story of the first quarter was really one of mobilization and execution, particularly with regard to vaccination rollouts. What started as a seemingly aggressive goal set by the Biden Administration proved to be a surprisingly low bar. American ingenuity is again...
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 Steve Carr | Feb 17, 2021 | Economics & Capital Markets, Peloton Updates |
Investing in a Low-Yield Environment The graph to the right traces the yield of the 10 Year U.S. Treasury Note since 1962. The causes for the long-term downward trend since 1981 are well-known: the Volcker Fed breaking inflation and, for the last 12 years, persistent...
