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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...
Doing Well While Doing Good: Qualified Charitable Distributions
Charitable Giving + Required Minimum Distributions - How it Works Required Minimum Distributions (“RMDs”) are an annoyance for many IRA investors. The benefits of an IRA, tax-deductible contributions (for some) and tax-deferred growth (for everyone), make them...
Peloton Wealth Strategists Extends Partnership with Nine13sports
Youth fitness nonprofit Nine13sports announced that Peloton Wealth Strategists has extended their corporate partnership of Kids Riding Bikes programs for a second year. For the next 12 months, Nine13 and Peloton will continue to work together to increase the reach of...
You Can’t Do That with a Mutual Fund
We could be accused of having a beef with the mutual fund industry. And we wouldn’t deny that charge. Mutual funds are everywhere and the industry that creates and distributes them has grown large – so large in fact, that many investors have no idea that there are...
Peloton 2016 Q2 Recap
Peloton 2016 Q2 Recap One week. That’s how long it took U.S. stock markets to recover to from the surprise Brexit vote selloff. After a sharp two-day decline triggered by Britain’s June 23 vote to leave the European Union, markets rebounded by the end of the week and...