Tag: financial planning Boulder CO
Mortgage Rates and GSES
Mortgage rates and refinancing have attracted attention from the Peak Investment Committee recently. This is in light of the announcement that government-backed mortgage finance companies...
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Stock Options versus RSUs: What’s the Difference?
If you’re earning more than $200,000 a year and a meaningful portion of your compensation comes through equity, understanding the difference between stock options and...
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ISOs and NSOs: How Stock Options Impact Your Wealth
Equity compensation continues to play a growing role in how companies attract and retain talent, particularly in technology, biotech, and high-growth industries. While Restricted Stock...
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ESPPs Demystified: Practical Tips for Building Smarter Wealth
Employee Stock Purchase Plans (ESPPs) are often described as one of the most employee-friendly benefits available, yet they are frequently misunderstood, underutilized, or managed without...
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Just Getting Started
With the New Year underway, I have a few milestones on my mind. This January will mark my six-year anniversary at Peak. And my wife...
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What Happens to Your Equity in a Merger or Acquisition
When your company announces a merger or acquisition, it often sparks excitement and uncertainty. One of the most common questions we hear is: “What happens...
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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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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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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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