Peloton 2019 Q1 Recap

Today’s modern financial markets move quickly.  If you blink you could miss significant price changes. Corrections and rebounds that used to take months or years now seem to occur in weeks or even days. Last year ended poorly for stocks, punctuated by an intense...

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...