The Peak Perspective

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...

It’s one of the most common questions we hear from clients approaching retirement: When should I start taking Social Security? The answer isn’t one-size-fits-all, so...

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...

Many families in the Boulder area place a high value on supporting causes that are important to them.  At Peak Asset Management, we often see...

With tax season finally behind us, we have temporarily moved beyond calculating deductions, credits, Our second piece discusses a nuanced topic involving Health Savings Accounts...

Choosing a trustee or executor is one of the most important and often undervalued decisions in an estate plan. In many cases, the fiduciary role...

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...

A New Savings Option for Families As financial planning continues to evolve, a tool has emerged that aims to help the next generation build long-term...

If you’ve spent years building wealth through disciplined investing, equity compensation, or real estate, you’ve likely started thinking about how to protect and pass on...

If you’ve spent years building substantial wealth, legacy planning naturally moves closer to the top of your priority list. And while estate planning often is...

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...