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The Two Times Volatility Matters

This blog can sound like a broken record sometimes. We write frequently about how to maximize value from of your advisory fee dollars. The importance of the fiduciary standard is almost a mantra for us. And when it comes to defining risk appropriately, we can’t...

Buy the S&P 500 and Forget it? Not So Fast.

Index (or "passive") investing has enjoyed a resurgence, and not just among Do It Yourself investors. We spoke recently with an advisor who recommends that his young clients invest in an S&P 500 Index fund until they accumulate several hundred thousand dollars....

Core Growth Strategies: Ideal Fit

In this article, we describe a hypothetical investor who would be well-served by Peloton’s Core Growth Strategies - one of our four investment strategy and management service offerings.  The Need Jen is a saver. She enjoys living below her means and putting money away...

Peloton 2018 Q3 Recap

The third quarter was anything but a typical slow, quiet summer. Stocks had been choppy through June but then moved up in July and powered higher through September. The S&P 500 gained 7.7%, and the Dow moved higher by more than 9% in the quarter.  The tech-heavy...

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