The Peak Perspective

A Classic Bank Run

A Classic Bank Run By now you’ve likely seen the headlines or done some deeper digging into the recent collapse of Silicon Valley Bank (SVB). As of Sunday, March 12th the Federal Reserve (Fed), in coordination with the US Treasury and Federal Depository Insurance Corporation (FDIC), has implemented a new program to provide liquidity to…

Get our latest insights

Subscribe to our blog for all the latest news and information about investing and financial planning.

  • All
  • Book Review
  • Client Letter
  • Cybersecurity
  • Economics
  • ESG
  • Financial Planning
  • History
  • Investment Management
  • Key Numbers
  • Markets
  • Stock Review
  • Tax Planning

8 Ways to Protect Your Information Online

In this day and age, it is crucial to ensure you are doing your part to protect your information online. Criminals are constantly trying to uncover ways to obtain private and sensitive account information. While most companies, including Peak, have their own due diligence to protect your information, online security is a two-way street that…

Stock Review: VMware

“There is no doubt that the cloud is one of the most significant platform shifts in the history of computing… However, as industry experience with the cloud matures — and we see a more complete picture of cloud lifecycle on a company’s economics — it’s becoming evident that while cloud clearly delivers on its promise early on…

ESG Investing: The Peak Perspective

ESG Investing: The Peak Perspective We believe the rising popularity of ESG (Environment, Social, Governance) investing strategies creates additional opportunities to have honest conversations with our clients about their financial goals and the strategies that are available to achieve those goals. While it is indeed a worthy endeavor to align an investment strategy with one’s…

Looking to the Past and Investing in the Future

27 years have passed since Peak opened for business in 1994. Over that time, we have worked diligently to earn our clients’ trust and make a positive impact on their lives. Yet despite that deep history and the client relationships that have now turned into lifelong partnerships and friendships, at times we feel like we…

Book Review: The Psychology of Money

We recently had the pleasure of reading The Psychology of Money by Morgan Housel. The book is a thoughtful examination of our relationship to money and investing. Housel guides the reader through a complex subject by sticking to simple narratives and timeless principles. The book has since become a go-to recommendation to our clients. Below…

A New Kind of ARK

The Backstory Paccar, a global manufacturer of medium and heavy-duty trucks with annual sales of around $20 billion, is one of the stocks in our Model Portfolio*. We were intrigued to see Paccar’s stock (PCAR) up +10% on January 21, 2021. With a standard deviation of daily returns of 1.6% over the past 10 years,…