Tag: financial planning Boulder CO
Financial Intelligence Newsletter for Q4 2025
In this publication of Financial Intelligence, I introduce Javier Gomez, another recent addition to Peak and its now robust (and expanding) financial planning team. Speaking...
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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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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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Financial Intelligence Newsletter for Q3 2025
In this publication of Financial Intelligence, Bethany Aylor and Brent Yanagida will share their expertise in tax planning by reviewing the One Big Beautiful Bill...
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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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