The Peak Perspective

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...

The Earnings Bar is High for Corporate America Stocks entered a cyclical bear market in 2022, and perhaps for good reason. Yes, interest rates were...

Quarterly Client Letter: Q2 2024 When you find a truly wonderful business, stick with it. Patience pays, and one wonderful business can offset the many...

Hardware is Eating the World “While the hardware and software layers in technology are mutually dependent, the location of talent and resources across their respective...

My Personal Approach to Budgeting For years, I struggled with implementing an effective budgeting tool, drowning in the minutia of expense categorization. Should Chipotle go...

Inherited IRAs and the 10-Year Rule: Beware of Potential Tax Consequences in the Future If you have inherited an IRA after 2019 from a non-spouse,...

Therefore, we are prepared for a very broad range of interest rates, from 2% to 8% or even more, with equally wide-ranging economic outcomes —...

Stock Review: Fortinet (FTNT) We recently added Fortinet (FTNT) to our model stock portfolio*. FTNT is a leading cybersecurity company based in the U.S. with over 700,000...

What Is Money For? Shelby Cullom Davis got his start in the stock market in the early 1940’s on the heels of the Great Depression....

Death, Taxes, and Identity Theft Although Benjamin Franklin’s famous quote on the certainty of death and taxes didn’t include the risk of identity theft, it...