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Peloton 2016 Q3 Recap

Peloton Wealth 2016 Q3 Recap In case you missed it, financial markets are faring reasonably well in 2016 – despite all the nonsense and negativity spewing from our presidential candidates. The S&P 500 added 4% in Q3 and is now up almost 8% for the year. Bond...

Cybersecurity for Investors

Cybersecurity. Whether it's Identity theft or securities fraud - there are daily threats to all Americans with a social security number. In 2014, 17.9 million Americans were victims of outright identity theft. Then there's the grayer area of having your identity...

5 Smart Strategies to Reduce your Taxes

Making money in stocks means owing taxes. Gains on profitable investments are taxed based on the length of ownership. If your holding period exceeds one year, the gains are considered “long term” and at taxed at 20%. “Short term” gains on positions held less than one...

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