Trust. Integrity. Focus. 

 

Our investment philosophy

Hobgood Peatross Investment Group’s philosophy centers on trust. We are committed to remaining true to the long-term goals of all of our clients by structuring an optimal portfolio based on an individualized asset allocation model.

Our mission

Our experience, knowledge and integrity offers our clients the opportunity to achieve their plans for the future while gaining peace of mind today.

 

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

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Learn more about Hobgood Peatross Investment Group.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)		 On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)		 On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)		 Monthly, beginning May 2024

Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

Read more