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We understand the importance of finding a financial advisor that you connect with and trust. On this site, you will find a mix of articles on a wide array of subject matters. The intent of this blog is to provide relevant and useful information on a variety of subjects related to financial planning and investing.

 

Additionally, to find an advisor who is right for you, it helps to know more about their interests and hobbies outside of investment and financial planning advice. To that end, you will also find articles here on a variety of other topics. These are intended to be fun, unique, and most importantly, give you a chance to learn more about the folks at Bernstein Financial Advisory.

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Review and Analysis of Peloton’s Earnings Results

This is my summary of Peloton’s quarterly earnings results, which the company released November 3rd. In addition to providing many of the facts from that release, I also provide my own thoughts and opinions about the results. This is not intended to be a recommendation to buy or sell the stock. Moreover, when I discuss the future viability of the company, I am referring to the operations of the company, not the stock.
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Musings on Peloton’s Latest Earnings Release

Peloton reported results for their fiscal 2022 4th quarter (calendar 2nd quarter), which ended June 30th. The earnings call was conducted by CEO Barry McCarthy and newly appointed CFO, Liz Coddington. Similar to last quarter...
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The Better-Balanced Portfolio, an Interview with Cynthia Meyer of Real Life Planning

I was recently interviewed by my colleague, Cynthia Meyer, of Real Life Planning. The interview covers our Better Balanced Portfolio, the primary investment strategy we employ at Bernstein Financial Advisory.
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Perspectives on Peloton from the Latest Earnings Results

The following is my summary of the quarterly earnings report that Peloton released on May 10th, along with my thoughts and opinions on the same. This is not intended to be a recommendation to buy or sell the stock. It is meant for Peloton enthusiasts who may be interested in some of the challenges and opportunities facing the company, particularly as it relates to the company remaining an independent, going concern.
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Reflections on a Streak

Today marks 2191 consecutive days of exercising every day without missing a single day, that's 6 years. For those of you checking the math, 6 years times 365 days equals 2190 days, plus 1 day because 2020 was a leap year.
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Ponderings on the Latest News from Peloton

This is a longer article, so I’ve divided it into two main parts: the first is a discussion of Peloton and the possibility of an acquisition, and the second is a discussion of the earnings release. The following is my summary of the news announced by Peloton last week, along with my thoughts and opinions on the same.
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