by Steve Carr | Jun 14, 2019 | Financial Strategy, Giving, Investing, Peloton Updates, Tax |
Financial planning is a very broad term. One common public conception is that it involves budgeting, or strategies to pay off credit cards. This is a simplistic but positive view. In the worst case, “financial planning” is nothing more a series of 20 year...
by Steve Carr | May 11, 2018 | Giving, Peloton Updates, Tax |
Generous givers don’t normally make charitable decisions based primarily on the tax benefit. But changes to the tax law in 2017 created some interesting opportunities to explore new strategies. One such opportunity is to front-load charitable gifts for one or more...
by Steve Carr | May 4, 2018 | Giving, Peloton Updates |
“Do what you can, with what you have, where you are.” -Theodore Roosevelt Businesses everywhere operate in community contexts. Technological advancements allow us at Peloton to work from virtually any location, as long as we have a reliable, secure connection. Our...
by Steve Carr | Aug 22, 2016 | Giving, Peloton Updates |
Charitable Giving + Required Minimum Distributions – How it Works Required Minimum Distributions (“RMDs”) are an annoyance for many IRA investors. The benefits of an IRA, tax-deductible contributions (for some) and tax-deferred growth (for everyone), make them...
by Matt Bradley | Aug 18, 2016 | Giving, Peloton News, Peloton Updates |
Youth fitness nonprofit Nine13sports announced that Peloton Wealth Strategists has extended their corporate partnership of Kids Riding Bikes programs for a second year. For the next 12 months, Nine13 and Peloton will continue to work together to increase the reach of...
by Susan Nixon | Aug 3, 2015 | Giving, Peloton News, Peloton Updates |
Indianapolis, IN ─ August 3, 2015 ─ Youth fitness nonprofit Nine13sports today announced a partnership with Peloton Wealth Strategists, an Indianapolis-based investment management company, dedicated to expanding Nine13’s youth fitness programs in Central Indiana. For...
