Blog
Where’s the Value in a Financial Plan?
A comprehensive financial advisory engagement often delivers significant value. Distinguishing between the initial plan and “on-going” planning is worthwhile. This blog describes the two types of planning and whether and when they are most valuable. Initial Strategy...
New Partner Announcement
Please join us in welcoming David Morrison to the Peloton team. David is a partner and principal with the formal title of Institutional and Private Client Advisor. He comes to Peloton with over 20 years of experience in financial services and considerable...
Peloton 2019 Q1 Recap
Today’s modern financial markets move quickly. If you blink you could miss significant price changes. Corrections and rebounds that used to take months or years now seem to occur in weeks or even days. Last year ended poorly for stocks, punctuated by an intense...
IRA Contributions: When a Roth beats a Traditional
Investors often ask us whether they should invest through Roth IRAs or Traditional IRAs. As we discussed in Prioritizing Retirement Account Contributions, we generally favor deductibility. And we certainly favor capturing employer matching and profit sharing. But...
How Much Cash Savings Do You Need?
The internet is suffering no shortage of opinions on the subject of how much cash savings you should have. Professional advisors vary widely on opinions of the amount someone should have, and to varying degrees, they’re all right. Like the vague concept of “risk”, the...