The Peak Perspective

You retired early…now what do you actually live on? Early retirement is the dream for many working professionals, and logging off for the final time...

As the Director of Wealth Strategies and Legacy Planning at Peak Asset Management in Louisville, CO, Jason Foster, JD, AEP®, routinely works with individuals and...

Families in Boulder, Louisville, Lafayette, Superior, and surrounding areas often reach a point where they want to ensure their hard-earned assets pass smoothly to the...

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...

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...

Louisville, CO — April 1, 2026 — Peak Asset Management (“Peak”) is pleased to announce that New West Investment Management (“New West”), a boutique RIA...

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....

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...

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...

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...

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...

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...