Blog
Peloton 2014 Q3 Recap
Entering the fourth quarter little has changed regarding the outlook for economic growth in the U.S. Forecasts are still clustered around 3% real GDP expansion, and the data have been consistently supportive of this type of growth. Corporate profits are projected to...
Why “Volatility” Isn’t Scary
Investors from all generations generally hate large fluctuations in stock prices. Volatility creates uncertainty and makes financial markets feel reckless, random, or out of control. In “Autumn Volatility: Noise or Prelude?” on our blog (September 16, 2014), we noted...
How a Donor Advised Fund Facilitates Charitable Giving
Many of us think about making charitable gifts as we head into the end of the year. Private philanthropy has always played an important role in American society and personally, it’s a nice way to show appreciation and support for those causes that we value....
Passing a Family Business on to the Next Generation: Some Important Considerations
Peloton is pleased to share this article by guest contributor Joseph Hankins with you. For more information about Joseph and his firm, please see the information at the bottom of this page. After this previous winter, you're likely trying to figure out how...
Why Designating Beneficiaries is So Important
It seems as though the paperwork never ends when setting up new accounts, and that can make it easy to skip important yet not mandatory account maintenance steps. It might feel cumbersome to include a current email address or work address, but these items are on the...