Tag: investing
Why Are Interest Rates Rising?
On a longer time frame, structural forces like stronger nominal GDP growth, a larger stock of government debt, and a capital-hungry investment cycle help explain...
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Quarterly Client Letter: Q2 2026
A recent article in The Economist on the mixed blessings of the AI revolution said, “…it is fiendishly difficult to discern who will profit the...
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Are Investors Behaving Rationally?
ra·tio·nal (adj.) — based on or in accordance with reason or logic; not influenced by emotion. I like to share the chart below when discussing...
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Stock Review: Cisco
Stock Review: Cisco Cisco (CSCO) is a leading protagonist of the modern technology era. Their story starts on Stanford University’s campus in the 1980s and...
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Quarterly Client Letter: Q1 2026
The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. Uncertainty about the economic outlook remains...
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Living in a Kinetic World
Crude oil is a global commodity and is priced accordingly, but the U.S. does find itself with a strategic buffer against energy price volatility that...
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Quarterly Client Letter: Q4 2025
The past year delivered unexpected developments of all kinds, both positive and negative, but a major surprise to us was the performance of the economy...
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Is the Stock Market in a Bubble?
“May You Live in Interesting Times.” -Source Unknown The state of Artificial Intelligence (AI) and its impact on financial markets and the economy is an...
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How Personalized Investment Management in Louisville, CO Supports Your Financial Goals
Introduction Louisville, Colorado is home to a growing number of professionals, business owners, and families who have worked hard to accumulate meaningful wealth. With more...
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Why Louisville, CO Investors Choose Peak Asset Management for Portfolio Diversification
Introduction Diversification is one of the timeless principles of investing that has stood up to decades of scrutiny. High-net-worth investors in Louisville, Colorado, who have...
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