by Steve Carr | Aug 15, 2023 | Investing, Peloton Updates |
The 10 Year U.S. Treasury Note yield is once again above 4%. It was at that level earlier in 2023 as well, before declining in the spring as the market began to anticipate (prematurely) the end of the Fed’s tightening cycle. In absolute historical terms, 4% is still...
by Steve Carr | Nov 15, 2022 | Economics & Capital Markets, Investing, Peloton Updates |
Investors embraced last Thursday’s inflation news with enthusiasm. The Bureau of Labor Statistics reported that the Consumer Price Index rose 7.7% year-over-year and 0.4% for the month of October. Analyst estimates from Dow Jones were 7.9% and 0.6%,...
by Steve Carr | Aug 17, 2022 | Investing, Peloton Updates, Tax, Wealth Planning |
Most financial advisors today recommend mutual funds and ETFs for their clients’ investment portfolios. Advisors tend to regard stocks as too risky for their clients, by which they mean the prices of individual stocks are too volatile. Moreover, learning to value an...
by Steve Carr | Nov 15, 2021 | Investing, Peloton Updates, Wealth Planning |
In the profile sheet of our Fundamental Growth strategy we describe it as: A high-quality equity portfolio of well-managed, fast-growing companies with strong balance sheets. The portfolio employs a disciplined, proprietary and research-driven investment process....
by David Morrison | Jun 17, 2021 | Investing, Peloton Updates |
On the heels of stronger inflation expectations, The Federal Reserve opened the door to begin tapering its bond purchasing program and signaled interest rates will need to rise sooner and faster. Markets reacted to the news with major stock indexes closing lower and...
by David Morrison | Dec 16, 2020 | Investing, Peloton Updates, Wealth Planning |
As the end of the year approaches, now is an appropriate time to consider harvesting your investment losses to offset your gains. Tax-loss harvesting is an effective portfolio strategy allowing investors to sell taxable investment assets-such as individual stocks and...
