by Steve Carr | Nov 13, 2020 | Giving, Peloton Updates |
Who taught you to ride a bicycle? You probably know exactly who it was and you may even have memories of that day (hopefully good memories!), but if you’re reading this, odds are very high that you do know how to ride a bike. Many kids, even today, cannot say the...
by Steve Carr | Nov 11, 2020 | Financial Strategy, Peloton Updates |
We had more questions from clients about the merits of reducing their stock exposure leading up to this election than during any other time we can recall. Given the circumstances of this campaign and the many shocks of 2020, the urge to “act” is strong. In our...
by Matt Bradley | Oct 15, 2020 | Peloton Updates, Quarterly Recap |
Despite giving back some ground in September, the broad stock market rebound from the sharp March-April COVID selloff continued in the third quarter. In fact, the S&P’s nearly 9% gain in Q3 more than erased the early losses, leaving the index solidly positive for...
by David Morrison | Sep 15, 2020 | Economics & Capital Markets, Peloton Updates |
The race for the White House and control of Congress will be determined in less than 50 days. As election polls tighten, President Trump and former Vice President Joe Biden will battle for the 270 of the 538 Electoral College votes needed to be elected. As for the...
by Steve Carr | Aug 14, 2020 | Economics & Capital Markets, Peloton Updates |
Legendary value investor Warren Buffett has always been an active manager – buying stocks of individual companies. However, during Berkshire Hathaway’s 2020 annual meeting, he reiterated advice he has offered in prior years: “For most people, the best thing to do is...
by Steve Carr | Aug 14, 2020 | Economics & Capital Markets, Peloton Updates |
Background As of July 31, 2020, the Standard and Poor’s 500 Total Return Index® (including dividends) was up 2.49% year-to-date. Given the speed and depth of the drop to the March 23 low, it might seem like a minor miracle that we have positive return year-to-date at...
