by Steve Carr | Mar 15, 2019 | Financial Strategy, Peloton Updates |
The internet is suffering no shortage of opinions on the subject of how much cash savings you should have. Professional advisors vary widely on opinions of the amount someone should have, and to varying degrees, they’re all right. Like the vague concept of “risk”, the...
by Steve Carr | Feb 19, 2019 | Financial Strategy, Peloton Updates |
Many young homeowners foresee moving to a bigger home when they start a family. And a relocation for work or school could also dictate house sales and purchases. This blog uses a hypothetical example to answer the question: how should I save for my next house? How...
by Steve Carr | Jan 10, 2019 | Financial Strategy, Peloton Updates |
This is our third and final installment of ideal fit scenarios – hypothetical individuals who would be well-served by Peloton’s service offerings. In this article, we describe someone who would benefit from Peloton’s Roadmap planning engagement. The Need In the five...
by Steve Carr | Jan 10, 2019 | Financial Strategy, Investing, Peloton Updates, Tax |
Near the end of January, custodians will send Form 1099 tax statements to investors. 1099s detail income from investments in several sections. The 1099-DIV lists dividend income from stocks, and the 1099-INT shows interest income from bonds and money market funds for...
by Steve Carr | Dec 14, 2018 | Financial Strategy, Peloton Updates |
Whether to pay off the mortgage early or enjoy life is not necessarily an either / or decision. But deciding how to balance financial and lifestyle decisions is something that many people struggle with. In Good Debt, Bad Debt we offer a framework for how to prioritize...
by Steve Carr | Oct 18, 2018 | Financial Strategy, Investing, Peloton Updates |
Peloton’s Journey Since our founding, Peloton has been a research-oriented investment manager. For most of that time, our research has been fundamental in nature: investing in great companies whose stocks trade below our estimate of their long-term value. Fundamental...
