by Matt Bradley | May 19, 2016 | Investing, Peloton Updates |
What is Smart Retirement Investing? We’ve all seen the TV ads depicting the former professionals now enjoying retirement as volunteers, beekeepers and potters. The emotional background music swells as these individuals seamlessly transition from working hard to...
by Matt Bradley | Apr 26, 2016 | Peloton Updates, Quarterly Recap |
Peloton’s 2016 Q1 Recap A Poor Start to 2016 To say that stocks got off to a poor start in 2016 is putting it mildly. Dragged lower by collapsing oil prices, the S&P 500 posted its worst 10-day start to the new year ever. Yes, EV-ER. Despite the indigestion...
by Matt Bradley | Mar 14, 2016 | Investing, Peloton Updates |
What is a Registered Investment Advisor? We harp on it all the time, but only because it is so important. The distinction between what we do as a truly independent fee-only registered investment advisor (RIA) and what other “financial advisors” do with investment...
by Steve Carr | Feb 17, 2016 | Investing, Peloton Updates |
This is the second in a series of posts from Peloton Wealth Strategists which will form Peloton’s Investment Glossary, intended to help investors understand some of the most common and confusing investment terms. We’ve shared the facts, plus our own perspective on the...
by Steve Carr | Feb 12, 2016 | Peloton Updates, Wealth Planning |
Among financial topics, life insurance stands out as one of the least favorite for people to address. We’re thinking about death – our own or our loved ones’ – and that is decidedly gloomy. But it’s also difficult because this is an area where needless...
by Steve Carr | Jan 26, 2016 | Investing, Peloton Updates |
The investment industry is terrible when it comes to lingo and technical terms. Jargon can be intimidating, which unfortunately, can often be the intent. This is the first in a series of posts from Peloton Wealth Strategists which will form Peloton’s Investment...
