Blog
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...
Peloton 2016 Q3 Recap
Peloton Wealth 2016 Q3 Recap In case you missed it, financial markets are faring reasonably well in 2016 – despite all the nonsense and negativity spewing from our presidential candidates. The S&P 500 added 4% in Q3 and is now up almost 8% for the year. Bond...
Cybersecurity for Investors
Cybersecurity. Whether it's Identity theft or securities fraud - there are daily threats to all Americans with a social security number. In 2014, 17.9 million Americans were victims of outright identity theft. Then there's the grayer area of having your identity...