Custom Portfolios: Ideal Fit

In this article, the first in a short series, we describe a hypothetical investor who would be well-served by Peloton’s Custom Portfolio management - one of our four investment strategy and management offerings.  The Need Jim has always been a saver. Ever since he...

Peloton 2018 Q2 Recap

On the heels of yet another very strong year for stocks, 2018 began with many investors wary of the long rally and seeking an excuse to book some gains. It seemed like a selling impetus materialized just in time in the form of rising interest rates which, as measured...


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