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...
by Steve Carr | Jan 10, 2019 | Financial Strategy, Peloton Updates |
This is our third and final installment of ideal fit scenarios – hypothetical individuals who would be well-served by Peloton’s service offerings. In this article, we describe someone who would benefit from Peloton’s Roadmap planning engagement. The Need In the five...
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 | Dec 14, 2018 | Financial Strategy, Peloton Updates |
Whether to pay off the mortgage early or enjoy life is not necessarily an either / or decision. But deciding how to balance financial and lifestyle decisions is something that many people struggle with. In Good Debt, Bad Debt we offer a framework for how to prioritize...
