Tag: financial planning Boulder CO
Managing Risk Through Change: Asset Class Lessons from Early 2026
At Peak, we often describe our role as that of a risk manager—helping individuals navigate uncertainty as markets evolve alongside their lives. The first quarter...
Read More
Don’t Get Fooled
A Modern Guide to Fraud Your phone buzzes. It’s a text from your bank. “Unusual activity detected on your account. A $1,200 charge is pending....
Read More
Financial Intelligence Newsletter for Q1 2026
As we routinely do, this first Financial Intelligence Newsletter of the year will focus on financial and tax planning considerations for 2026. With the One...
Read More
How Are RSUs and ESPPs Taxed in Equity Compensation?
If part of your compensation includes employee equity compensation, RSUs and ESPPs may represent a meaningful share of your income and long-term wealth. At the...
Read More
What Are Performance Shares in Executive Compensation?
If you’ve ever been offered performance shares as part of a bonus or promotion, it can feel a bit abstract. One way to think about...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
