by Steve Carr | Dec 15, 2017 | Financial Strategy, Peloton Updates, Tax |
Saving for retirement is important, and investors can fund various individual retirement accounts (IRA) as savings vehicles. While Roth IRAs enjoy tax-free growth, other retirement savings accounts (IRAs, 401Ks, etc.) are only tax-deferred. That’s still a good...
by Steve Carr | Sep 13, 2017 | Financial Strategy, Peloton Updates |
No one likes to think about buying life insurance – it’s not quite as unappealing as buying a cemetery plot, but it’s worse than buying new tires. Life insurance is boring, a little morbid, and is often made to be very complex. It also satisfies the very real need to...
by Matt Bradley | Sep 23, 2016 | Financial Strategy, Peloton Updates |
Cybersecurity. Whether it’s Identity theft or securities fraud – there are daily threats to all Americans with a social security number. In 2014, 17.9 million Americans were victims of outright identity theft. Then there’s the grayer area of having...
by Steve Carr | May 31, 2016 | Financial Strategy, Investing, Peloton Updates |
401(k) Pitfalls Note: this post has been updated with content current for 2019. We’re commonly asked by our Custom Portfolio clients to make recommendations for their 401(k) investment alternatives. Over time, we’ve identified a few common 401(k) pitfalls which...
by Steve Carr | Feb 12, 2016 | Financial Strategy, Peloton Updates |
Among financial topics, life insurance stands out as one of the least favorite for people to address. We’re thinking about death – our own or our loved ones’ – and that is decidedly gloomy. But it’s also difficult because this is an area where needless...
by Steve Carr | Nov 24, 2015 | Financial Strategy, Investing, Peloton Updates |
High fees are the silent killers of good investment results. The arithmetic part of that statement is self-evident. What’s less clear is the ways in which savers are subjected to excessive costs in mutual funds. Commissions are still a reality for customers of...
