Myth Busting: Investment Math

We see poorly diversified investment portfolios frequently. Sometimes they are the result of product-centric sales models, as Matt highlighted in Anatomy of a Neglected Investment Portfolio. Other times, ineffective diversification results when people (professionals...

Peloton 2018 Q4 Recap

Stocks ended September near all-time highs, but a decidedly different tone was set early in the fourth quarter. Stocks dropped sharply in October as volatility returned, and after a brief rebound in November, the major indexes closed out 2018 with the worst showing in...