Perleo Capital Management

Perleo Capital Management We are a full service financial planning, investment and insurance provider assisting clients to work towards materializing their financial goals and dreams.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Perleo Capital Management may discuss and/or tran

sact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Security registrations held through LPL Financial. Contact us to set up a meeting to learn more.

Stock Market Tug of War: Earnings vs. Rates
08/25/2026

Stock Market Tug of War: Earnings vs. Rates

As we wrote earlier this month earnings have provided a strong foundation for stocks this year. With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened t...

08/25/2026

As we wrote earlier this month earnings have provided a strong foundation for stocks this year. With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened t...

08/22/2026

College Net Price Calculators

08/19/2026

A new 1% interest rate reduction on federal student loans is now available to borrowers enrolled in auto pay.

08/11/2026

This alert explains newly implemented and upcoming tariffs and their potential economic impact.

06/05/2026

This alert explains the types of tariffs that are still in play and their potential economic impact.

06/04/2026

A bill currently in Congress would allow rollovers from Roth IRA to workplace Roth plans for low-balance accounts.

06/04/2026

The Iran war has driven U.S. gas prices to levels not seen since the Russian invasion of Ukraine in 2022.

01/09/2026

4 Key Estate Planning Documents Everyone Should Consider

2026 Key tax numbers
01/09/2026

2026 Key tax numbers

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Potomac, MD

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