by Steve Carr | May 13, 2021 | Giving, Peloton Updates, Wealth Planning |
A Qualified Charitable Distribution (QCD) is an allowed distribution from an IRA to a non-profit organization. First introduced as part of the Pension Protection Act of 2006, these distributions remain an option for donors today. While QCDs were available last year,...
by Matt Bradley | Apr 15, 2021 | Peloton Updates, Quarterly Recap |
The story of the first quarter was really one of mobilization and execution, particularly with regard to vaccination rollouts. What started as a seemingly aggressive goal set by the Biden Administration proved to be a surprisingly low bar. American ingenuity is again...
by David Morrison | Mar 15, 2021 | Peloton Updates, Wealth Planning |
The S&P 500 index measures the performance of the largest 500 publicly traded companies within the U.S. It’s a commonly followed index often referred to as the stock market. Despite short-term volatility and headwinds, e.g., COVID-19 and economic lockdowns, the...
by Steve Carr | Feb 17, 2021 | Economics & Capital Markets, Peloton Updates |
Investing in a Low-Yield Environment The graph to the right traces the yield of the 10 Year U.S. Treasury Note since 1962. The causes for the long-term downward trend since 1981 are well-known: the Volcker Fed breaking inflation and, for the last 12 years, persistent...
by Matt Bradley | Jan 15, 2021 | Peloton Updates, Quarterly Recap |
Most will be very happy to turn the page on 2020. The punching and counter punching between COVID-19 and vaccine researchers added daily financial market volatility that fatigued even the heartiest investors. Those who remained disciplined during the tumultuous year...
by David Morrison | Dec 16, 2020 | Investing, Peloton Updates, Wealth Planning |
As the end of the year approaches, now is an appropriate time to consider harvesting your investment losses to offset your gains. Tax-loss harvesting is an effective portfolio strategy allowing investors to sell taxable investment assets-such as individual stocks and...
