Rick Waechter, Author at Old Peak Finance: Wealth Management for Executives and Retirees

Loose diamond illustrating market disruption and investing

Beware of Alchemy

October 1, 2026

Lab-grown diamonds transformed a market built on scarcity. Justin May looks at what disruption can teach investors about price, diversification, and the risks no one sees coming.

Beware of Alchemy Read More >

ChatGPT open on a smartphone beside a laptop

How to Protect Your Finances from AI

September 25, 2026

By Rick Waechter, Founder It has never been more important

How to Protect Your Finances from AI Read More >

Wallet and smartphone beside a computer on a desk

Protecting Yourself from Hackers & Fraudsters

September 25, 2026

Summary Your financial assets are at greater risk than they

Protecting Yourself from Hackers & Fraudsters Read More >

Fantasy football notes illustrating investment strategy and portfolio management

Manage Your Investments Like Your Fantasy Football Team

September 18, 2026

By Justin May, Portfolio Manager This weekend marks week 2

Manage Your Investments Like Your Fantasy Football Team Read More >

Financial documents and laptop for estate planning preparation

Hit-By-A-Bus Planning

September 11, 2026

By Rick Waechter, Founder Next year, I will turn 65.

Hit-By-A-Bus Planning Read More >

Close-up of U.S. savings bond certificates

What to Do About Bonds?

September 4, 2026

By Rick Waechter, Founder and Justin May, Portfolio Manager Bonds

What to Do About Bonds? Read More >

Six-sided die representing luck and probability in investing

Good Decisions, Bad Luck

August 28, 2026

By Justin May, Portfolio Manager I’d like to play a

Good Decisions, Bad Luck Read More >

Open notebook and pen representing timeless financial planning principles

The Short of It

August 21, 2026

By Rick Waechter, Founder One of my favorite sayings is

The Short of It Read More >

Financial planning for aging parents symbolized by an older adult handing keys to a trusted family member.

Handing Over the Keys

August 7, 2026

By Rick Waechter, Founder We work with multiple clients in

Handing Over the Keys Read More >

Layered rock strata representing the long-term perspective and historical trends that shape investing.

Zooming Way, Way Out on Economic Data

July 31, 2026

By Justin May, Portfolio Manager 2026 marks 100 years of

Zooming Way, Way Out on Economic Data Read More >

Soccer ball on the field before a World Cup-style match, illustrating investing lessons about patience, diversification, and market efficiency.

Investing Lessons from the World Cup

July 23, 2026

By Rick Waechter, Founder The World Cup just concluded. It

Investing Lessons from the World Cup Read More >

Stack of gold bars representing investing in gold as a long-term investment.

Gold Glitters, and Then It Doesn’t

July 17, 2026

By Rick Waechter, Founder Occasionally, clients will ask if they

Gold Glitters, and Then It Doesn’t Read More >

Gift box with cash representing the free $1,000 available through Trump accounts.

Trump Accounts: Take the $1,000, But Don’t Add More

July 10, 2026

By Rick Waechter, Founder Trump accounts just launched. They are

Trump Accounts: Take the $1,000, But Don’t Add More Read More >

Casino chips representing the risks and speculative nature of IPO investing.

Why We Avoid SpaceX (and All IPOs)

June 24, 2026

By Justin May, Portfolio Manager SpaceX had its IPO on

Why We Avoid SpaceX (and All IPOs) Read More >

Iceberg with most of its mass hidden beneath the water, representing unseen investment risks.

Risk: Where You Least Expect It

June 12, 2026

By Rick Waechter, Founder Some of the greatest fortunes have

Risk: Where You Least Expect It Read More >

Organized tax folders illustrating the IRS order of operations for tax planning

To Lower Your Tax Bill, Understand This

June 4, 2026

By Justin May, Portfolio Manager Everyone wants to lower their

To Lower Your Tax Bill, Understand This Read More >