The Peak Perspective

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...

In this publication of Financial Intelligence, I have included an article dedicated to Retirement  Community and Assisted Living Planning. There are so many options, layers...

If you’re approaching retirement or have already withdrawn from retirement accounts, Required Minimum Distributions—or RMDs—should be an important consideration when reviewing and assessing your overall...

Forget market timing or chasing trends—time is the single most powerful factor in building long-term wealth. Compound growth, by definition, rewards patience. Once your capital...