The Peak Perspective

The Federal Open Market Committee approved the following statement for release by a 12 – 0 vote: “The Committee decided to raise the target range...

Welcome to our latest newsletter, where we continue our commitment to comprehensive financial planning for our clients and their families. At Peak, we believe that...

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...

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...

According to Fidelity’s 2026 Retiree Health Care Cost Estimate, the average 65-year-old retiring this year should expect to spend roughly $185,500 on healthcare and medical...

If you’ve spent decades building a successful career and accumulating wealth, retirement often creates a shift in priorities. For years, your focus may have been...

You’ve probably heard that technology companies are spending staggering sums on artificial intelligence. To meet the surging demand for computing power, some of the largest...

Some of the most financially successful people we meet are also people with the most questions about retirement. Many are distinguished professionals within their selected...

A Cash Flow Framework for High Earners It Starts with Cash Flow Earning more money doesn’t automatically build wealth. In fact, I’ve seen plenty of...

Many successful professionals spend years imagining early retirement. Retirement allows for the ability to spend more time with family, travel, volunteer, or pursue interests outside...

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...