The Peak Perspective

Microsoft reported earnings on April 30th for the third quarter of their fiscal year. Year-over-year revenue growth was 13%, with an operating margin of 45.6%....

Nowadays, ensuring you do your part to protect your online information is crucial. Criminals constantly try to uncover ways to obtain private and sensitive account...

A tariff is a tax imposed by one country on the goods and services imported from another country to influence it, raise revenues, or protect competitive advantages....

If you have $1 million or more in investable assets, you’ve likely worked hard to build your wealth-and now you want to protect and nurture...

When it comes to hiring a financial advisor, many people ask themselves, “Do I really need a financial advisor?” The answer varies depending on individual...

At Peak Asset Management, our mission has always been to help individuals organize their financial lives and build lasting, trusted relationships.  Since our founding in...

Why Tax Efficiency Matters in Retirement Planning  No matter what phase of the wealth cycle you are in, taxes are a part of life, and...

Understanding the Distinctions and Advantages of Fee-Only vs. Fee-Based Financial Advisory Practices Choosing a financial advisor is one of the most important decisions you and...

At the start of the year, one of the topics we routinely discussed in our investment committee meetings was the unsettling optimism that had found...

What are your plans for the biggest financial event of your life?  Whether you’re planning to sell or transfer your business soon or just starting...

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...

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...