The Peak Perspective

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 this publication of Financial Intelligence, Bethany Aylor and Brent Yanagida will share their expertise in tax planning by reviewing the One Big Beautiful Bill...

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...

As a parent, you want your child to build a solid financial foundation, especially as they grow their family and career. One way to help...

Our weekly investment committee meetings focus on analyzing the latest economic news and its effect on our Model Portfolio* stocks as well as on the...

Buying a first home is one of the biggest milestones in life, and as a parent, you may want to help make it happen for...

Building wealth is a personal, long-term journey requiring a disciplined approach to avoid the emotional hurdles that investing presents us. One of the toughest challenges...

Purchasing a first home has become increasingly challenging for young adults due to rising home prices and elevated mortgage rates. As of April 2025, the...