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Remember Low Oil?

The Oil Rebound On January 12, we published our blog article: Why Oil Won’t Stay Low Forever. The West Texas Intermediate (“WTI”) spot price – or the price you’d have to pay on that day to own a barrel of oil – was $30.42. The drop from June 23, 2015 ($61.05) was very...

Demystifying Investment Jargon: H – L

Understanding Investment Terms This is the third in a series of posts from Peloton Wealth Strategists which forms Peloton’s Investment Glossary, intended to help investors understand some of the most common and confusing investment terms. We’ve shared the facts, plus...

Peloton 2016 Q1 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 caused...

Anatomy of a Neglected Investment Portfolio

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...

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