The Peak Perspective
Interest-ing Times: That Time the Fed Rate Decreased and Mortgage Rates Increased
Over the past few months, you might have heard more than one commercial trying to entice potential borrowers to take out a home loan because the Federal Reserve is cutting rates. The idea is that a lower Fed Funds rate will translate into lower mortgage rates across the board. But...
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Why Investing in Individual Stocks Makes Sense
At Peak Asset Management, we believe buying and owning individual stocks is a powerful tool for navigating the inevitable ups and downs of the stock...
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Quarterly Client Letter: Q4 2024
I can calculate the movement of the stars, but not the madness of men. –Sir Isaac Newton The past year was one in which “animal...
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Labor Productivity in the U.S. Economy
Maintaining a Growth Mindset: Labor Productivity in the U.S. Economy Is the United States economy on the cusp of a labor productivity boom? Labor productivity...
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Taking Stock of Market Returns
Taking Stock of Market Returns What do annual returns normally look like in the stock market? If the S&P 500 were to hold its current...
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Asset Location: The Missing Piece in Your Investment Puzzle?
When managing your investments, you’ve probably heard financial professionals and talking heads use the term “diversification” quite often. One of the easy ways to think...
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Keys to the Future: Assisting Your Child in Buying Their First Home
Strategies and Considerations When Assisting an Adult Child Purchase or Acquire a Home We are pleased to announce that Peak Asset Management will be hosting...
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Quarterly Client Letter: Q3 2024
Today, the Federal Open Market Committee decided to reduce the degree of policy restraint by lowering our policy interest rate by ½ percentage point. This...
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COBRA and Short-term Health Insurance Plans
COBRA and Short-term Health Insurance Plans Health insurance is one of the largest costs we face on an annual basis. It often becomes a deciding...
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The Housing Market and Rate Sensitivity: What Happens Next?
The Housing Market and Rate Sensitivity: What Happens Next? On Wednesday, September 18th, the Federal Reserve is expected to cut interest rates by 25 to...
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Directed Trust Arrangements
Directed Trust Arrangements When clients are considering trusts as part of a plan to manage assets, one issue that can emerge is a client’s prior...
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The Earnings Bar is High for Corporate America
The Earnings Bar is High for Corporate America Stocks entered a cyclical bear market in 2022, and perhaps for good reason. Yes, interest rates were...
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Quarterly Client Letter: Q2 2024
Quarterly Client Letter: Q2 2024 When you find a truly wonderful business, stick with it. Patience pays, and one wonderful business can offset the many...
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