Blog
Market Volatility: A Proven Playbook For Investors
Triggers for market volatility have historically taken several broad forms, including changes in growth and inflation expectations, policy uncertainty in Washington, geopolitical risks, and quarterly earnings announcements. The market turmoil we are experiencing today...
Peloton 2019 Q2 Recap
The old Wall Street adage “sell in May and go away” seemed to be working in 2019 – until early June when the market recouped May’s decline and quickly reached all-time high levels. In fact, despite the ups and downs since the start of the year, the market registered...
Financial Planning at Peloton
Financial planning is a very broad term. One common public conception is that it involves budgeting, or strategies to pay off credit cards. This is a simplistic but positive view. In the worst case, "financial planning" is nothing more a series of 20 year charts,...
Doing business as Peloton Capital Management®
We are excited to announce Peloton Wealth Strategists, Inc.™ will be doing business as Peloton Capital Management®. What does this mean for Peloton clients and why move forward as Peloton Capital Management? Most importantly, this is a positive milestone for...
Where’s the Value in a Financial Plan?
A comprehensive financial advisory engagement often delivers significant value. Distinguishing between the initial plan and “on-going” planning is worthwhile. This blog describes the two types of planning and whether and when they are most valuable. Initial Strategy...