by Steve Carr | Nov 15, 2021 | Investing, Peloton Updates, Wealth Planning |
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.”...
by Matt Bradley | Jul 12, 2021 | Peloton Updates, Quarterly Recap |
Equity markets rallied to fresh new highs in the second quarter as the economic reopening accelerated. Although it is still difficult to meaningfully analyze year-over-year data because everything was effectively shut down at this time last year, many indicators have...
by David Morrison | Jun 17, 2021 | Investing, Peloton Updates |
On the heels of stronger inflation expectations, The Federal Reserve opened the door to begin tapering its bond purchasing program and signaled interest rates will need to rise sooner and faster. Markets reacted to the news with major stock indexes closing lower and...
