Category: Blog
Why Investing in Individual Stocks Makes Sense
At Peak Asset Management, we believe buying and owning individual stocks is a powerful tool for navigating the inevitable ups and downs of the stock...
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Labor Productivity in the U.S. Economy
Maintaining a Growth Mindset: Labor Productivity in the U.S. Economy Is the United States economy on the cusp of a labor productivity boom? Labor productivity...
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Taking Stock of Market Returns
Taking Stock of Market Returns What do annual returns normally look like in the stock market? If the S&P 500 were to hold its current...
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COBRA and Short-term Health Insurance Plans
COBRA and Short-term Health Insurance Plans Health insurance is one of the largest costs we face on an annual basis. It often becomes a deciding...
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The Housing Market and Rate Sensitivity: What Happens Next?
The Housing Market and Rate Sensitivity: What Happens Next? On Wednesday, September 18th, the Federal Reserve is expected to cut interest rates by 25 to...
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Directed Trust Arrangements
Directed Trust Arrangements When clients are considering trusts as part of a plan to manage assets, one issue that can emerge is a client’s prior...
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The Earnings Bar is High for Corporate America
The Earnings Bar is High for Corporate America Stocks entered a cyclical bear market in 2022, and perhaps for good reason. Yes, interest rates were...
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Hardware is Eating the World
Hardware is Eating the World “While the hardware and software layers in technology are mutually dependent, the location of talent and resources across their respective...
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My Personal Approach to Budgeting
My Personal Approach to Budgeting For years, I struggled with implementing an effective budgeting tool, drowning in the minutia of expense categorization. Should Chipotle go...
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Inherited IRAs and the 10-Year Rule: Beware of Potential Tax Consequences in the Future
Inherited IRAs and the 10-Year Rule: Beware of Potential Tax Consequences in the Future If you have inherited an IRA after 2019 from a non-spouse,...
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