The Peak Perspective

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...

You’ve probably heard the term “artificial intelligence” (AI) more frequently lately, but what does it really mean and how does it impact you?  Today, the impact of...

When the tech bubble in the stock market inflated during 1999, we don’t recall as much chatter about a  bubble as we are hearing today....

When people think about investing, they often focus on stocks, but fixed income investments, or bonds, deserve just as much attention. Bonds can bring income...

“If you don’t know who you are, [the stock market] is an expensive place to find out.”—Adam Smith, The Money Game At Peak Asset Management,...

Just as a flight plan charts the course for a successful journey, defining the destination, route, altitude, and contingency strategies, an Investment Policy Statement (IPS) sets the direction for...

In mountaineering, reaching the summit is an exhilarating achievement—but seasoned climbers know the real danger often lies in the descent. The journey down demands as...

If estate tax looms large for a wealthy family, a Qualified Personal Residence Trust (QPRT) is an advanced estate planning strategy that can transfer a...

Assisting your child in buying their first home is a growing trend for many parents, especially given the cost of entry into homeownership in recent...

Whether your child is heading off to college, beginning their career, or simply needing a stable living situation, buying and owning a second property or...

On July 4th, 2025, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law. This sweeping legislation reshapes U.S. tax law, providing households...