by Kristin Pruis | Apr 14, 2015 | Financial Strategy, Peloton Updates |
The following guest blog is courtesy of attorney Anne M. Hamilton with Kroger Gardis & Regas. The unintended transfer of an asset by an out of date beneficiary designation is one reason why a regular review of an estate plan is critical. In the last three to five...
by Kristin Pruis | Mar 17, 2015 | Peloton Updates |
President Obama is backing the Department of Labor’s (DOL) redraft of the rules governing financial industry professionals, and he’s gearing up for a battle. At issue is the glaring gap between two different standards that govern advice provided by various “financial...
by Kristin Pruis | Mar 17, 2015 | Financial Strategy, Investing, Peloton Updates, Tax |
With all of the recent turmoil in the health insurance market, one clear success story has been the survival of High Deductible Health Plans (“HDHPs”). Like most forms of liability insurance and term life insurance, HDHPs offer protection against large and potentially...
by Kristin Pruis | Mar 3, 2015 | Investing, Peloton Updates |
Last Tuesday, President Obama followed through on his threat to veto a Republican bill authorizing construction of a new pipeline bringing oil from Hardesty, Alberta to a terminal in Steel City, Nebraska before sending it to refineries in Cushing, Oklahoma, and,...
by Susan Nixon | Feb 23, 2015 | Economics & Capital Markets, Peloton Updates |
2015 marks 30 years since Jim Elliott founded Elliott & Associates, now Peloton Wealth Strategists. In one sense, the year 1985 doesn’t seem very long ago to most of us. But when you stop and think about what’s different now, it’s clear that the slow annual...
by Susan Nixon | Jan 26, 2015 | Peloton Updates |
The biggest story of 2014 for financial markets was undoubtedly oil – specifically, the price collapse of the world’s most important commodity. After peaking at over $100 per barrel in June, West Texas Intermediate (WTI) oil prices fell 50% to end the year under...
