Blog
The SECURE Act: Inherited IRAs & Required Minimum Distributions (RMDs)
On December 20th, 2019, President Trump signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement) which has been described as the most significant change to retirement savings law in the last decade. While the intent of the SECURE Act is...
Peloton 2019 Q4 Recap & Outlook
What a difference a year makes. December 2018 was a terrible month for stocks, and 2018 overall saw a 4% decline in the S&P 500. The Fed’s mid-December 2018 hike exacerbated an already-bad month (and quarter), and stocks closed near the lows for the year. For the...
The Era of Zero Commissions has Arrived – So What?
On October 1, brokerage company Charles Schwab announced that it would stop charging commissions for certain securities transactions. Schwab’s rate had been $4.95 for online trades, so the impact of going to zero on revenue wasn’t huge for the firm. The same could not...
Peloton Capital Management Claims Compliance with the Global Investment Performance Standards
Peloton Capital Management[1] claims compliance with the Global Investment Performance Standards (GIPS®). Additionally, the firm has been audited and verified by The Spaulding Group, a leading performance measurement services firm in the investment management...
Peloton 2019 Q3 Recap & Outlook
Two years in a row, September has proven to be less bad for stocks than its infamous reputation warned. The S&P 500 gained 1.9% last month, which was enough to push the index just into the black for the quarter. For the year, the S&P 500 has gained 20.6%....