Blog
Peloton 2018 Q2 Recap
On the heels of yet another very strong year for stocks, 2018 began with many investors wary of the long rally and seeking an excuse to book some gains. It seemed like a selling impetus materialized just in time in the form of rising interest rates which, as measured...
529 College Savings Plans – Go Direct
For investors under age 50, the goal of paying for their children’s college education often comes second to retirement saving. 529 plans are a tremendous vehicle to help reach college funding goals. Withdrawals are tax-free as long as they're used to pay for bona fide...
Front-loading Charitable Gifts to Maximize Deductions
Generous givers don’t normally make charitable decisions based primarily on the tax benefit. But changes to the tax law in 2017 created some interesting opportunities to explore new strategies. One such opportunity is to front-load charitable gifts for one or more...
Introducing: the Peloton Charitable Fund
“Do what you can, with what you have, where you are.” -Theodore Roosevelt Businesses everywhere operate in community contexts. Technological advancements allow us at Peloton to work from virtually any location, as long as we have a reliable, secure connection. Our...
Peloton 2018 Q1 Recap
The remarkably steady equity markets that investors enjoyed in 2017 changed dramatically in the first quarter of 2018. Volatility returned with a vengeance and hasn’t dissipated. Triple-digit moves in the Dow Jones Industrial Average (DJIA or “Dow”) have become a near...