Tag: financial planning Boulder CO
Quarterly Client Letter: Q3 2025
When the tech bubble in the stock market inflated during 1999, we don’t recall as much chatter about a bubble as we are hearing today....
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Understanding Equity Compensation: A Financial Planner’s Guide to RSUs, Stock Options, ESPP, and Performance Awards
In today’s competitive job market, equity compensation has become an increasingly common – and often significant – part of an employee’s total rewards package. From...
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What is AI? How Are We Using It?
You’ve probably heard the term “artificial intelligence” (AI) more frequently lately, but what does it really mean and how does it impact you? Today, the impact of...
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Building Wealth with Fixed Income Investments
When people think about investing, they often focus on stocks, but fixed income investments, or bonds, deserve just as much attention. Bonds can bring income...
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Contrarian Investing: Peak Asset Management in Louisville, CO
“If you don’t know who you are, [the stock market] is an expensive place to find out.”—Adam Smith, The Money Game At Peak Asset Management,...
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Investment Policy Statements: Why Your Financial Journey Needs a Flight Plan
Just as a flight plan charts the course for a successful journey, defining the destination, route, altitude, and contingency strategies, an Investment Policy Statement (IPS) sets the direction for...
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Tax-Efficient Investing: Strategies from Louisville, CO Financial Advisors
In mountaineering, reaching the summit is an exhilarating achievement—but seasoned climbers know the real danger often lies in the descent. The journey down demands as...
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Qualified Personal Residence Trust Option
If estate tax looms large for a wealthy family, a Qualified Personal Residence Trust (QPRT) is an advanced estate planning strategy that can transfer a...
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Estate and Legacy Planning Considerations
Assisting your child in buying their first home is a growing trend for many parents, especially given the cost of entry into homeownership in recent...
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Buying a Second Property or Investment Property to Transition to Your Child
Whether your child is heading off to college, beginning their career, or simply needing a stable living situation, buying and owning a second property or...
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