by Matt Bradley | Jan 13, 2022 | Peloton Updates, Quarterly Recap |
In what was generally a strong year for the economy and for equity markets, the last six weeks of 2021 were dominated by the emergence of another COVID variant – this time Omicron. The shortened trading session on Friday after Thanksgiving is usually a positive day...
by David Morrison | Dec 14, 2021 | Economics & Capital Markets, Peloton Updates |
The Centers for Disease Control and Prevention (CDC) confirmed the first United States COVID-19 case on January 20, 2020. By March 13, 2020, President Trump had declared a national emergency and the Federal Reserve (Fed) stepped in with a broad array of accommodative...
by Steve Carr | Nov 15, 2021 | Financial Strategy, Investing, Peloton Updates |
In the profile sheet of our Fundamental Growth strategy we describe it as: A high-quality equity portfolio of well-managed, fast-growing companies with strong balance sheets. The portfolio employs a disciplined, proprietary and research-driven investment process....
by Matt Bradley | Oct 12, 2021 | Peloton Updates, Quarterly Recap |
September lived up to its reputation for being a rough month for stocks and broke the string of back-to-back gains in July and August. Despite the pullback, the broad market eked out another positive full quarter, and the S&P 500 remains solidly positive for the...
by David Morrison | Sep 16, 2021 | Economics & Capital Markets, Peloton Updates |
“Tapering is tightening” is a common saying on Wall Street describing the Federal Reserve’s anticipated reduction in its stimulus program and rising interest rates. In response to the Covid-19 pandemic, the Federal Reserve initiated several broad actions to limit the...
by Steve Carr | Aug 17, 2021 | Giving, Peloton Updates |
Administered by the Indiana Housing & Community Development Authority, “NAP credits” offer an attractive state tax benefit to generous Hoosiers. The mission of the IHCDA is “to provide housing opportunities, promote self-sufficiency, and strengthen communities.”...
