Blog
Passing a Family Business on to the Next Generation: Some Important Considerations
Peloton is pleased to share this article by guest contributor Joseph Hankins with you. For more information about Joseph and his firm, please see the information at the bottom of this page. After this previous winter, you're likely trying to figure out how...
Why Designating Beneficiaries is So Important
It seems as though the paperwork never ends when setting up new accounts, and that can make it easy to skip important yet not mandatory account maintenance steps. It might feel cumbersome to include a current email address or work address, but these items are on the...
Peloton 2014 Q2 Recap
Because we invest in individual companies, we seldom make formal forecasts regarding short-term market performance or year-end index targets. Nonetheless, we are frequently asked what we anticipate from markets in the weeks and months ahead. At the start of the year,...
How to Plan for the New Medicare Investment Tax
Peloton is pleased to share this article by guest contributor Nick Hopkins with you. For more information about Nick and his firm, please see the information at the bottom of this page. During the tax filing season this year, many people were surprised to...
The Fiduciary Standard: Should Such a Good Idea Become the Law?
What kind of responsibility do you expect from a financial advisor? Most people would answer that question with any of a number of qualities: honesty, integrity, experience, knowledge, education, and so forth. As far as the main industry regulatory bodies are...