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Peloton 2017 Q3 Recap

Stock markets not only survived another September – historically a difficult month for stocks – they added to the already-strong performance of 2017.  The S&P 500 gained 2% in September, leaving stocks 4.5% higher for the quarter and with gains of 14%...

Life Insurance: Just the Basics, Please!

No one likes to think about buying life insurance – it’s not quite as unappealing as buying a cemetery plot, but it’s worse than buying new tires. Life insurance is boring, a little morbid, and is often made to be very complex. It also satisfies the very real need to...

Retirees Beware: “The Endowment Model”

What is “The Endowment Model"? The term “Endowment Model” describes an investment strategy that has grown in popularity over the last 20 years. The concept brings the practices of institutional endowment investing to individual investors. And the idea has superficial...

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