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...
by Steve Carr | Sep 13, 2018 | Financial Strategy, Peloton Updates, Tax |
People feel strongly about debt. Many of us have an almost innate sense of fear or wariness about borrowing money, and we know people who got too deep in debt and suffered as a result. Yet borrowing is also an almost universal fixture in American life today: student...
by Steve Carr | Sep 13, 2018 | Financial Strategy, Investing, Peloton Updates, Tax |
Fall is tax-loss harvesting season. Between now and December 31, selling securities which are currently worth less than you paid for them will result in “realized” capital losses. Capital losses are valuable because they offset realized capital gains on...
by Steve Carr | Aug 13, 2018 | Financial Strategy, Peloton Updates, Tax |
Americans are fortunate to have many options for retirement saving. At the same time, the wide variety of retirement account types can be overwhelming: 401(k) or IRA? Traditional IRA or Roth? This article is not a comprehensive playbook for retirement saving options....
by Steve Carr | Jun 13, 2018 | Financial Strategy, Investing, Peloton Updates |
For investors under age 50, the goal of paying for their children’s college education often comes second to retirement saving. 529 plans are a tremendous vehicle to help reach college funding goals. Withdrawals are tax-free as long as they’re used to pay for...
by Steve Carr | Feb 12, 2018 | Financial Strategy, Investing, Peloton Updates |
The recent stock market volatility hasn’t helped some investors’ nervousness about stocks. They’re nervous because the market’s rise over the last 14 months seems too sudden. They’re nervous because stock prices seem high. And they’re nervous because this...
