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 | Mar 15, 2019 | Investing, Peloton Updates, Tax |
Investors often ask us whether they should invest through Roth IRAs or Traditional IRAs. As we discussed in Prioritizing Retirement Account Contributions, we generally favor deductibility. And we certainly favor capturing employer matching and profit sharing. But...
by Steve Carr | Feb 18, 2019 | Investing, Peloton Updates |
We see poorly diversified investment portfolios frequently. Sometimes they are the result of product-centric sales models, as Matt highlighted in Anatomy of a Neglected Investment Portfolio. Other times, ineffective diversification results when people (professionals...
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 | 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 | Oct 15, 2018 | Investing, Peloton Updates |
This blog can sound like a broken record sometimes. We write frequently about how to maximize value from of your advisory fee dollars. The importance of the fiduciary standard is almost a mantra for us. And when it comes to defining risk appropriately, we can’t...
