Tag: investment management
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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Market Volatility in Retirement: What Actually Matters?
During your working years, market declines are often viewed as buying opportunities or temporary setbacks that may recover over time. After retirement, those same fluctuations...
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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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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...
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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....
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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...
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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...
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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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