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...
by Steve Carr | Oct 15, 2018 | Investing, Peloton Updates |
Index (or “passive”) investing has enjoyed a resurgence, and not just among Do It Yourself investors. We spoke recently with an advisor who recommends that his young clients invest in an S&P 500 Index fund until they accumulate several hundred thousand...
by Steve Carr | Oct 15, 2018 | Investing, Peloton Updates |
In this article, we describe a hypothetical investor who would be well-served by Peloton’s Core Growth Strategies – one of our four investment strategy and management service offerings. The Need Jen is a saver. She enjoys living below her means and putting...
