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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...

Peloton 2017 Q2 Recap

The rally that shifted into high gear after the election extended through the second quarter. The S&P 500 gained 3% during the period to leave the index 9% higher for the year. This is the broad market’s best first half since 2013. Mega-cap technology stocks like...

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...

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