by Steve Carr | Feb 15, 2023 | Peloton Updates, Wealth Planning |
Life insurance is one of the least favorite financial topics to address, and for understandable reasons. Unfortunately, it cannot be ignored particularly for people with dependents. It is also a complicated area, with a seemingly endless variety of products and...
by Steve Carr | Aug 17, 2022 | Investing, Peloton Updates, Tax, Wealth Planning |
Most financial advisors today recommend mutual funds and ETFs for their clients’ investment portfolios. Advisors tend to regard stocks as too risky for their clients, by which they mean the prices of individual stocks are too volatile. Moreover, learning to value an...
by Steve Carr | Nov 15, 2021 | Investing, Peloton Updates, Wealth Planning |
In the profile sheet of our Fundamental Growth strategy we describe it as: A high-quality equity portfolio of well-managed, fast-growing companies with strong balance sheets. The portfolio employs a disciplined, proprietary and research-driven investment process....
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 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 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...
