by Marla Mast | Nov 13, 2019 | Peloton News, Peloton Updates |
Peloton Capital Management[1] claims compliance with the Global Investment Performance Standards (GIPS®). Additionally, the firm has been audited and verified by The Spaulding Group, a leading performance measurement services firm in the investment management...
by Matt Bradley | Oct 24, 2019 | Peloton Updates, Quarterly Recap |
Two years in a row, September has proven to be less bad for stocks than its infamous reputation warned. The S&P 500 gained 1.9% last month, which was enough to push the index just into the black for the quarter. For the year, the S&P 500 has gained 20.6%....
by Steve Carr | Sep 18, 2019 | Financial Strategy, Investing, Peloton Updates |
The suffix itis denotes a physical malady characterized by inflammation: bronchitis, rhinitis, gastroenteritis, etc. If your doctor diagnoses you with something -itis, she might then recommend a treatment aimed at reducing the inflammation. Perhaps the goal is to make...
by David Morrison | Aug 15, 2019 | Economics & Capital Markets, Financial Strategy, Peloton Updates |
Triggers for market volatility have historically taken several broad forms, including changes in growth and inflation expectations, policy uncertainty in Washington, geopolitical risks, and quarterly earnings announcements. The market turmoil we are experiencing today...
by Matt Bradley | Jul 16, 2019 | Peloton Updates, Quarterly Recap |
The old Wall Street adage “sell in May and go away” seemed to be working in 2019 – until early June when the market recouped May’s decline and quickly reached all-time high levels. In fact, despite the ups and downs since the start of the year, the market registered...
by Steve Carr | Jun 14, 2019 | Financial Strategy, Giving, Investing, Peloton Updates, Tax |
Financial planning is a very broad term. One common public conception is that it involves budgeting, or strategies to pay off credit cards. This is a simplistic but positive view. In the worst case, “financial planning” is nothing more a series of 20 year...
