Blog
Peloton 2017 Q1 Recap
Peloton Wealth 2017 Q1 Recap & Outlook The “Trump Bump” for stocks that began November 9th stalled in March but nonetheless managed to lift the S&P 500 6.1% in the quarter. The underlying fundamentals remain constructive for the broad market, and there are...
Portfolio “Budgeting” in 6 Steps
For many people – especially young adults – budgeting monthly expenses is a crucial step toward reaching their financial goals. Without a thoughtful process and sense of purpose, spending can get off track and priorities may not get funded. Put differently, a budget...
Introducing the Peloton Tactical Equity Fund
After months of testing and researching the investment strategy, we’re pleased to announce the launch of the Peloton Tactical Equity Fund. The Fund, along with our Road Map strategic financial advisory service, enhances our primary business managing customized...
Asset Allocation and Meeting Your Financial Goals for 2017
2017 Financial Goals It's no secret that we don’t believe volatility by itself is the best description of investment risk. Yet much of our industry defines risk exclusively as volatility. The most common investment risk statistic cited is standard deviation, a measure...
Volatility and the Morning After
2016 Election Aftermath Models are a fixture in the investment management business. We use models to determine reasonable values for stocks, or to determine the impact of a business investment today on cash flows in the future. Models help us check our biases and give...