The Peak Perspective

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...

If you’re earning more than $200,000 a year and a meaningful portion of your compensation comes through equity, understanding the difference between stock options and...

Equity compensation continues to play a growing role in how companies attract and retain talent, particularly in technology, biotech, and high-growth industries. While Restricted Stock...

Employee Stock Purchase Plans (ESPPs) are often described as one of the most employee-friendly benefits available, yet they are frequently misunderstood, underutilized, or managed without...

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...

With the New Year underway, I have a few milestones on my mind. This January will mark my six-year anniversary at Peak. And my wife...

When your company announces a merger or acquisition, it often sparks excitement and uncertainty. One of the most common questions we hear is: “What happens...

“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...

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...

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...

Cybersecurity is always top of mind for the Peak Asset Management Team and our technology vendors. We set and rigorously follow data protection policies designed...

In today’s competitive job market, equity compensation has become an increasingly common – and often significant – part of an employee’s total rewards package. From...