The Peak Perspective

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...
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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...
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For wealth planning in Colorado choose Peak Asset Management

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...
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Financial planning in Beautiful Colorado Peak Asset Management

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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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