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four core beliefs
Personalize
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Plan
Plan to achieve your financial goals
prioritize
Your interests always come first
Diversify
Your investments should be diversified in low-fee funds
Featured On The Blog
Molly Stanifer Hits the Airwaves
Congratulations to our colleague, featured in Schwab’s current ad campaign …
There Are No Straight Lines – How to Prepare for the Next Curve
We are now one year past the sharp market fall …
There Are No Straight Lines – How to Prepare for the Next Curve Read More >
Easy Does It – Personal Finance Isn’t as Hard as We Make It
A few years ago, a study found a direct link …
Easy Does It – Personal Finance Isn’t as Hard as We Make It Read More >
Been a Fraud Target? Tell us About it.
If you google “online fraud”, “hacking”, “phishing”, “telephone fraud” or …
Simplify Your Life Through Financial Planning
Investing can be exciting, investing can be complex… it may …
Control What You Can Control — and Don’t Worry About the Rest
Right now, so much of our lives seems out of …
Control What You Can Control — and Don’t Worry About the Rest Read More >
Financial Planning, Not Fortune Telling
The future has not been written. That’s your opportunity. The …
Molly Stanifer Hits the Airwaves
Congratulations to our colleague, featured in Schwab’s current ad campaign …
Are Your Student Loans Eligible for Relief Under the CARES Act?
Congress recently passed the Coronavirus Aid, Relief, and Economic Security …
Are Your Student Loans Eligible for Relief Under the CARES Act? Read More >
The Paycheck Protection Program: What You Need to Know to Determine If It Is the Right Fit for Your Business
The COVID-19 crisis hit the market hard when stay-at-home and …
The CARES Act: What You Need to Know About the Impact on Charitable Giving
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) …
The CARES Act: What You Need to Know About the Impact on Charitable Giving Read More >
Will You Benefit From the CARES Act? What You Need to Know.
The adverse economic impacts of the COVID-19 pandemic have affected …
Will You Benefit From the CARES Act? What You Need to Know. Read More >
Tax Moves Before the Ball Drops
Before year-end, we review each client’s tax situation to determine …
Every New (And Established) Veterinarian Needs to Consider Long-Term Disability Insurance
My colleague, Dan Routh, CFP®, wrote this month’s blog. Please …
Divorce and Money: What We’ve Learned From Clients
Overview Divorce and money can be a combustible mix. Especially …
Divorce and Money: What We’ve Learned From Clients Read More >
Will You Still Need Me, Will You Still Feed Me, When I’m 94?
When I get older, losing my hair Many years from …
Will You Still Need Me, Will You Still Feed Me, When I’m 94? Read More >
A Primer on Disability Insurance
Disability insurance is insurance that replaces a portion of your …
Do Dividends Pay Dividends?
What do Apple, Google, Berkshire Hathaway, Amazon, Microsoft and Facebook …
Retirement Plan Options for a Contract Employee
When you are a contract employee and receive 1099 income, …
Lessons from the Harvard Endowment
Harvard’s disappointing endowment performance has generated plenty of headlines recently. …
7 Ways to Minimize Tax When You Invest
The thoughtful investor knows that after-tax returns are what matters. …
A Different Way to Invest
We attach a set of slides (find them here 2020-pursuing-a-better-investment-experience_branded-brochure) …
Pursuing a Better Investment Experience
Our preferred fund manager, Dimensional Fund Advisors, has a short …
An Annuity Worth Considering (sic)
No, that’s not a typo. Admittedly, most annuities advisors push …
Don’t Miss Old Peak’s Black Friday Doorbusters
Bargains? You want bargains? Have we got bargains! But they’re …
Suspenders, Life Preserver or Sun Block?
Suspenders, life preserver or sun block? If you can’t afford …
ETFs: A Floor Wax and a Dessert Topping?
Aficionados of Saturday Night Live’s early years may remember a …
Did Your Investments Double in the Last 10 Years?
Over the ten years from Jan 2003 to Dec 2012, …
Did Your Investments Double in the Last 10 Years? Read More >
How 1% Gets You Closer to the 1%
Serious academic studies conclude that the best indicator of future …
Disability Insurance: Are You Really Covered?
I don’t sell insurance, and often I’ll suggest clients cut …
High-Dividend Stocks: the Latest Over-Hyped Investment
High-dividend stocks are all the rage. $30 bn net has …
High-Dividend Stocks: the Latest Over-Hyped Investment Read More >
The One Thing to Know About Taxes and Investing
Taxes can have a huge impact on investment returns. The …
What History Teaches an Investor
I recently began offering Dimensional funds for Old Peak clients. …
It’s All in the Mix
I’ve previously written that low-cost, passively managed mutual funds out-perform high-fee, …
