Category: Markets

Stock Review: Microsoft

Microsoft reported earnings on April 30th for the third quarter of their fiscal year. Year-over-year revenue growth was 13%, with an operating margin of 45.6%....
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Quarterly Client Letter: Q1 2025

A tariff is a tax imposed by one country on the goods and services imported from another country to influence it, raise revenues, or protect competitive advantages....
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Financial planning at Peak Asset Management in Colorado

Tax-Smart Investing & Retirement Planning Strategies

Why Tax Efficiency Matters in Retirement Planning  No matter what phase of the wealth cycle you are in, taxes are a part of life, and...
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Rebuilding the Wall of Worry

At the start of the year, one of the topics we routinely discussed in our investment committee meetings was the unsettling optimism that had found...
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The Complexities of Business Succession Planning

What are your plans for the biggest financial event of your life?  Whether you’re planning to sell or transfer your business soon or just starting...
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Interest-ing Times: That Time the Fed Rate Decreased and Mortgage Rates Increased 

Over the past few months, you might have heard more than one commercial trying to entice potential borrowers to take out a home loan because...
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Financial planning in Beautiful Colorado Peak Asset Management

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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Quarterly Client Letter: Q4 2024

I can calculate the movement of the stars, but not the madness of men. –Sir Isaac Newton The past year was one in which “animal...
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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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