loader image


The Narrowest of Markets

Background As of July 31, 2020, the Standard and Poor’s 500 Total Return Index® (including dividends) was up 2.49% year-to-date. Given the speed and depth of the drop to the March 23 low, it might seem like a minor miracle that we have positive return year-to-date at...

Peloton 2020 Q2 Recap

For the Peloton team and our families, like our clients and friends, last quarter was a blur. Everything has been so dominated by the COVID-19 outbreak and efforts to contain the virus, it seems strange to discuss anything else. Self-imposed shutdowns of varying...

Retail Trading

Over the past four months there has been an explosion in new retail trading accounts. Robinhood, the stock trading app popular amongst millennials, opened a record 3 million new accounts in the first quarter. Most of these accounts are owned by “Newbies” who lack...

Peloton Company Update: Box, Inc. (BOX)

Business Overview Box, Inc. is a cloud content management platform that helps businesses, government agencies, and non-profit organizations manage data files and collaborate within workflows. Summary Box, Inc. released Fiscal first quarter 2021 earnings on May 27....


Our Latest Blog Post

Get Serious About Investing

Get Serious About Investing

Get Serious About Investing