by Steve Carr | Aug 17, 2022 | Investing, Peloton Updates, Tax, Wealth Planning |
Most financial advisors today recommend mutual funds and ETFs for their clients’ investment portfolios. Advisors tend to regard stocks as too risky for their clients, by which they mean the prices of individual stocks are too volatile. Moreover, learning to value an...
by David Morrison | Feb 14, 2020 | Investing, Peloton Updates, Tax |
On December 20th, 2019, President Trump signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement) which has been described as the most significant change to retirement savings law in the last decade. While the intent of the SECURE Act is...
by Steve Carr | Jun 14, 2019 | Giving, Investing, Peloton Updates, Tax, Wealth Planning |
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 | Jan 10, 2019 | Investing, Peloton Updates, Tax, Wealth Planning |
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 | Sep 13, 2018 | Peloton Updates, Tax, Wealth Planning |
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...
