The Peak Perspective

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

In this publication of Financial Intelligence, I have included an article providing an update on inherited IRAs and whether RMDs are due during the mandated...

Directed Trust Arrangements When clients are considering trusts as part of a plan to manage assets, one issue that can emerge is a client’s prior...