Blog
Life Insurance: Just the Basics, Please!
No one likes to think about buying life insurance – it’s not quite as unappealing as buying a cemetery plot, but it’s worse than buying new tires. Life insurance is boring, a little morbid, and is often made to be very complex. It also satisfies the very real need to...
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...