The Peak Perspective
21 Mar 2025
Financial Intelligence Newsletters
A Financial Planning Update (2025 Challenges and Opportunities)
With every New Year, we suggest that you revisit your financial goals, understand the challenges and opportunities that lie ahead, and together with your financial...
Read More
14 Mar 2025
Blog
Interest-ing Times: That Time the Fed Rate Decreased and Mortgage Rates Increased
Over the past few months, you might have heard more than one commercial trying to entice potential borrowers to take out a home loan because...
Read More
10 Mar 2025
Blog
Asset Location: The Missing Piece in Your Investment Puzzle?
When managing your investments, you’ve probably heard financial professionals and talking heads use the term “diversification” quite often. One of the easy ways to think...
Read More
18 Feb 2025
Blog
Why Investing in Individual Stocks Makes Sense
At Peak Asset Management, we believe buying and owning individual stocks is a powerful tool for navigating the inevitable ups and downs of the stock...
Read More
22 Jan 2025
Client Letters
Quarterly Client Letter: Q4 2024
I can calculate the movement of the stars, but not the madness of men. –Sir Isaac Newton The past year was one in which “animal...
Read More
9 Jan 2025
Blog
Labor Productivity in the U.S. Economy
Maintaining a Growth Mindset: Labor Productivity in the U.S. Economy Is the United States economy on the cusp of a labor productivity boom? Labor productivity...
Read More
8 Dec 2024
Blog
Taking Stock of Market Returns
Taking Stock of Market Returns What do annual returns normally look like in the stock market? If the S&P 500 were to hold its current...
Read More
22 Nov 2024
Financial Intelligence Newsletters
Financial Intelligence Newsletter for Q4 2024
In this publication of Financial Intelligence, I have included a year end financial planning article which includes actions to consider as we near the end of...
Read More
31 Oct 2024
White Papers
Keys to the Future: Assisting Your Child in Buying Their First Home
Strategies and Considerations When Assisting an Adult Child Purchase or Acquire a Home With the value of homes at an all-time high, and mortgage rates...
Read More
18 Oct 2024
Client Letters
Quarterly Client Letter: Q3 2024
Today, the Federal Open Market Committee decided to reduce the degree of policy restraint by lowering our policy interest rate by ½ percentage point. This...
Read More
30 Sep 2024
Blog
COBRA and Short-term Health Insurance Plans
COBRA and Short-term Health Insurance Plans Health insurance is one of the largest costs we face on an annual basis. It often becomes a deciding...
Read More
16 Sep 2024
Blog
The Housing Market and Rate Sensitivity: What Happens Next?
The Housing Market and Rate Sensitivity: What Happens Next? On Wednesday, September 18th, the Federal Reserve is expected to cut interest rates by 25 to...
Read More