Blog
Prioritizing Retirement Account Contributions
Americans are fortunate to have many options for retirement saving. At the same time, the wide variety of retirement account types can be overwhelming: 401(k) or IRA? Traditional IRA or Roth? This article is not a comprehensive playbook for retirement saving options....
An Employee’s Guide to Reducing LLY Exposure
Background We most recently valued shares of Eli Lilly (LLY) for clients in April this year. The thrust of our opinion at that time was focused on whether the Trulicity franchise was appropriately recognized by the stock price. We didn't comment on long-standing...
Custom Portfolios: Ideal Fit
In this article, the first in a short series, we describe a hypothetical investor who would be well-served by Peloton’s Custom Portfolio management - one of our four investment strategy and management offerings. The Need Jim has always been a saver. Ever since he...
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...