caregivers

Key Investment Advice for Caregivers

Our guest blog author, Steve Carr, is Partner and Director of Research for Peloton Wealth Strategists. Peloton manages custom investment portfolios and provides financial counsel on a fee-only basis for clients throughout the U.S. and internationally.

When a parent or other loved one looks to us to handle their personal affairs because they are no longer able to, the stress can be heavy. Financial caregivers are often required to make investment decisions without the benefit of key information. The following are of some of the most common investment-related decisions that you may need to make for a family member’s benefit. Read more