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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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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Understanding the One Big Beautiful Bill Act: What It Means for You
On July 4th, 2025, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law. This sweeping legislation reshapes U.S. tax law, providing households...
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Loaning the Down Payment for Your Child’s First Home
As a parent, you want your child to build a solid financial foundation, especially as they grow their family and career. One way to help...
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