by Steve Carr | May 16, 2023 | Economics & Capital Markets, Peloton Updates |
Even after 2022’s dismal stock returns (and bond returns, and commodity, and real estate, and cash…), the decade ended April 30, 2023 rewarded investors handsomely. The S&P 100 Index – the largest 100 companies by market capitalization – returned 10.2% per year,...
by Matt Bradley | Apr 17, 2023 | Peloton Updates, Quarterly Recap |
If there’s such a thing as the opposite of the beginning of 2022 for markets, that’s exactly what happened in the first quarter this year. The S&P 500 gained 7.5%, and the NASDAQ jumped 20.8% after a very difficult 2022 for both. Bonds gained modestly last quarter...
by David Morrison | Mar 15, 2023 | Economics & Capital Markets, Peloton Updates |
Tuesday, March 7 Federal Reserve Chairman Jerome Powell testified in front of the Senate Banking Committee. His message was hawkish as the Fed Chair discussed not only the persistence of inflation (and the committee’s plan to continue raising interest rates), but also...
by Steve Carr | Feb 15, 2023 | Giving, Peloton Updates |
Charitable gifting is an honorable pursuit in and of itself. Changes in tax laws provide certain incentives which might also make certain gifting strategies more favorable to donors than others. In this article we offer four simple ways to maximize personal benefits...
by Steve Carr | Feb 15, 2023 | Peloton Updates, Wealth Planning |
Life insurance is one of the least favorite financial topics to address, and for understandable reasons. Unfortunately, it cannot be ignored particularly for people with dependents. It is also a complicated area, with a seemingly endless variety of products and...
by Matt Bradley | Jan 17, 2023 | Peloton Updates, Quarterly Recap |
Considering how last year began, the 18% full-year decline in the S&P 500 might seem about right. However, the performance of the broad index doesn’t tell the story of many, many stocks that fared much worse in 2022. Expensive, growth-oriented stocks were the most...
