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...
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...
by Matt Bradley | Oct 11, 2018 | Peloton Updates, Quarterly Recap |
The third quarter was anything but a typical slow, quiet summer. Stocks had been choppy through June but then moved up in July and powered higher through September. The S&P 500 gained 7.7%, and the Dow moved higher by more than 9% in the quarter. The tech-heavy...
by Steve Carr | Sep 13, 2018 | Financial Strategy, Peloton Updates, Tax |
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...
by Steve Carr | Sep 13, 2018 | Financial Strategy, Investing, Peloton Updates, Tax |
Fall is tax-loss harvesting season. Between now and December 31, selling securities which are currently worth less than you paid for them will result in “realized” capital losses. Capital losses are valuable because they offset realized capital gains on...
