by Steve Carr | Nov 17, 2015 | Investing, Peloton Updates, Tax, Wealth Planning |
The answer to the following question seems obvious until you stop to think about it: why is it important to maintain control of your investments? After all, unless you’re buying and selling individual securities for yourself, you’re ceding control to someone – a money...
by Steve Carr | Nov 10, 2015 | Investing, Peloton Updates, Wealth Planning |
Investing in mutual funds well is not very complicated – a professional investor could actually help you sort out which funds to invest in over a cup of coffee. The mutual fund investing landscape has become apparently complicated, though, because the pretense of...
by Steve Carr | Nov 3, 2015 | Investing, Peloton Updates, Wealth Planning |
Oliver Stone’s 1987 drama Wall Street was definitive for a generation of aspiring financiers. Future traders loved the movie for the action in fictitious securities (“Blue Horse Shoe loves Anacot Steel.”), and prospective investment bankers enjoyed the strategy behind...
by David Morrison | Oct 6, 2015 | Peloton Updates, Quarterly Recap |
After 10 consecutive quarters of gains, the S&P 500 index broke its impressive streak by giving back 6% over the summer. Its last negative quarter before that was a miniscule -0.38% pause in the fourth quarter of 2012 – as Congress barreled towards the Fiscal...
by David Morrison | Oct 1, 2015 | Economics & Capital Markets, Investing, Peloton Updates |
Billionaire activist investor Carl Icahn is speaking out about the dysfunction in government and in corporate boardrooms in a 15-minute video, Danger Ahead, available at carlicahn.com. Icahn built his impressive empire by amassing large positions in companies in order...
by Steve Carr | Sep 21, 2015 | Peloton Updates |
Dow Chemical Company (“DOW”) has extended its common stockholders an offer to exchange their DOW shares for shares of a new company representing DOW’s chlorine business. To incentivize enough DOW shareholders to tender their shares, DOW is offering...
