by Matt Bradley | Apr 22, 2019 | Peloton Updates, Quarterly Recap |
Today’s modern financial markets move quickly. If you blink you could miss significant price changes. Corrections and rebounds that used to take months or years now seem to occur in weeks or even days. Last year ended poorly for stocks, punctuated by an intense...
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 | Mar 15, 2019 | Financial Strategy, Peloton Updates |
The internet is suffering no shortage of opinions on the subject of how much cash savings you should have. Professional advisors vary widely on opinions of the amount someone should have, and to varying degrees, they’re all right. Like the vague concept of “risk”, the...
by Steve Carr | Feb 19, 2019 | Financial Strategy, Peloton Updates |
Many young homeowners foresee moving to a bigger home when they start a family. And a relocation for work or school could also dictate house sales and purchases. This blog uses a hypothetical example to answer the question: how should I save for my next house? How...
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 Matt Bradley | Jan 16, 2019 | Peloton Updates, Quarterly Recap |
Stocks ended September near all-time highs, but a decidedly different tone was set early in the fourth quarter. Stocks dropped sharply in October as volatility returned, and after a brief rebound in November, the major indexes closed out 2018 with the worst showing in...
