Blog
Peloton 2018 Q4 Recap
Stocks ended September near all-time highs, but a decidedly different tone was set early in the fourth quarter. Stocks dropped sharply in October as volatility returned, and after a brief rebound in November, the major indexes closed out 2018 with the worst showing in...
Peloton’s Roadmap: Ideal Fit
This is our third and final installment of ideal fit scenarios – hypothetical individuals who would be well-served by Peloton’s service offerings. In this article, we describe someone who would benefit from Peloton’s Roadmap planning engagement. The Need In the five...
Capital Losses Are Not the Same as Negative Returns
Near the end of January, custodians will send Form 1099 tax statements to investors. 1099s detail income from investments in several sections. The 1099-DIV lists dividend income from stocks, and the 1099-INT shows interest income from bonds and money market funds for...
Pay Off the Mortgage Early or Enjoy Life?
Whether to pay off the mortgage early or enjoy life is not necessarily an either / or decision. But deciding how to balance financial and lifestyle decisions is something that many people struggle with. In Good Debt, Bad Debt we offer a framework for how to prioritize...
Principles of Factor-based Investing
Peloton’s Journey Since our founding, Peloton has been a research-oriented investment manager. For most of that time, our research has been fundamental in nature: investing in great companies whose stocks trade below our estimate of their long-term value. Fundamental...