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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...


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