Blog
How to Save for Your Next House
Many young homeowners foresee moving to a bigger home when they start a family. And a relocation for work or school could also dictate house sales and purchases. This blog uses a hypothetical example to answer the question: how should I save for my next house? How...
Myth Busting: Investment Math
We see poorly diversified investment portfolios frequently. Sometimes they are the result of product-centric sales models, as Matt highlighted in Anatomy of a Neglected Investment Portfolio. Other times, ineffective diversification results when people (professionals...
Peloton 2018 Q4 Recap
Stocks ended September near all-time highs, but a decidedly different tone was set early in the fourth quarter. Stocks dropped sharply in October as volatility returned, and after a brief rebound in November, the major indexes closed out 2018 with the worst showing in...
Peloton’s Roadmap: Ideal Fit
This is our third and final installment of ideal fit scenarios – hypothetical individuals who would be well-served by Peloton’s service offerings. In this article, we describe someone who would benefit from Peloton’s Roadmap planning engagement. The Need In the five...
Capital Losses Are Not the Same as Negative Returns
Near the end of January, custodians will send Form 1099 tax statements to investors. 1099s detail income from investments in several sections. The 1099-DIV lists dividend income from stocks, and the 1099-INT shows interest income from bonds and money market funds for...