Blog
Education Saving Vehicles: 529s vs. ESAs
Although there are a few tax-advantaged ways to save for higher education expenses, the two most prominent are found in sections 529 and 530 of the Internal Revenue Code: Qualified Tuition Programs (a.k.a. "529" accounts) and Education Savings Accounts (a.k.a. a...
Peloton Welcomes Our New Investment Analyst
We are pleased to announce the most recent addition to Peloton’s team, Roshan Selladurai, our new investment analyst. Roshan graduated in May 2015 with a Bachelor of Science in Business from Indiana University, where he was valedictorian of his class. Roshan...
Twitter for Investment Research?
Take a look at any list of Twitter handles ranked by the number of followers and it looks like a pop music fan club aggregator: @katyperry – 70 million followers; @justinbieber – 64 million; @taylorswift13 – 58 million; @ladygaga – 47 million. There are some...
Should You “File and Suspend” for Social Security?
Applying for Social Security is a retirement ritual in America, and a feature added in 2000 gives retirees greater flexibility over the start of this benefit. After filing for Social Security between the ages of 62 and 70, individuals can elect to suspend their...
How to Protect Yourself against Investment Fraud
Within the past four weeks, two news stories have broken about Indianapolis area investment firms being charged with fraud. Follow these links to read the stories of JCL Capital and Veros Partners. We want to point out that none of the principals involved have been...