The Peak Perspective

Looking to the Past and Investing in the Future

27 years have passed since Peak opened for business in 1994. Over that time, we have worked diligently to earn our clients’ trust and make a positive impact on their lives. Yet despite that deep history and the client relationships that have now turned into lifelong partnerships and friendships, at times we feel like we…

All
  • All
  • Book Review
  • Financial Planning
  • Investment Management
  • Markets

Book Review: The Psychology of Money

We recently had the pleasure of reading The Psychology of Money by Morgan Housel. The book is a thoughtful examination of our relationship to money and investing. Housel guides the reader through a complex subject by sticking to simple narratives and timeless principles. The book has since become a go-to recommendation to our clients. Below…

A New Kind of ARK

Paccar, a global manufacturer of medium and heavy-duty trucks with annual sales of around $20 billion, is one of the stocks in our Model Portfolio*. We were intrigued to see Paccar’s stock (PCAR) up +10% on January 21, 2021. With a standard deviation of daily returns of 1.6% over the past 10 years, PCAR is…