Perleo Capital Management

Perleo Capital Management We are a full service financial planning, investment and insurance provider assisting clients to work towards materializing their financial goals and dreams.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Perleo Capital Management may discuss and/or tran

sact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Security registrations held through LPL Financial. Contact us to set up a meeting to learn more.

01/09/2026

4 Key Estate Planning Documents Everyone Should Consider

2026 Key tax numbers
01/09/2026

2026 Key tax numbers

Find out more...

01/09/2026

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12/11/2025

💰 What Are Tax Brackets?

Tax brackets show how your income is taxed at different rates — not all at once.

You pay:
🔹 A lower rate on your first dollars earned
🔹 Higher rates only on income above each threshold

It’s a progressive system, meaning the more you earn, the higher the rate on that portion of income.

In short: You don’t move into a new bracket and lose money — you just pay a bit more on the next dollar.

08/09/2025

Be sure you understand the options for your 401(k) plan when leaving your job.

07/11/2025

Federal Reserves dual mandate explained:

ABCs of Auto Insurance
06/30/2025

ABCs of Auto Insurance

When purchasing auto insurance, you make a contract with the insurer--you agree to pay the premium, and the insurer provides certain protection for a specified period of time. How much is enough, and what kind of coverage do you need? Liability coverage, which is mandatory in most states, protects y...

Balancing Work and Family
06/28/2025

Balancing Work and Family

Achieving a balance between work and family means making choices that are right for you.

06/25/2025

Probate explained!

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Potomac, MD

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