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Featured On The Blog

The other brackets: taxes Managing your tax bill can increase your investment returns

Managing the Other Bracket: Your Tax Bracket

Managing your tax bill can increase your investment returns We’re …

Managing the Other Bracket: Your Tax Bracket Read More >

Chasing rabbits ... and mouth-watering investments

Chasing Rabbits…and Mouth-Watering Investments

Our old neighborhood was rife with rabbits, and Puccini, our …

Chasing Rabbits…and Mouth-Watering Investments Read More >

Old Peak Finance

Is Your Living Trust in a Coma?

Easy Fixes for Your Estate Plan. Too many people do …

Is Your Living Trust in a Coma? Read More >

Don’t run from risk. Manage it.

Don’t Run From Risk. Manage It.

You don’t see people covering themselves in bubble wrap to …

Don’t Run From Risk. Manage It. Read More >

company stock option

Love Your Employer, Not Their Stock.

Many employees are happy in their job and believe in …

Love Your Employer, Not Their Stock. Read More >

How High-Income Earners Can Avoid Financial Mistakes

How High-Income Earners Can Avoid Financial Mistakes

Regardless of salary, you need a plan and discipline Earning …

How High-Income Earners Can Avoid Financial Mistakes Read More >

Perspectives on the US Debt Ceiling Stand-Off

Perspectives on the US Debt Ceiling Stand-Off

The possibility that the US government may be unable to …

Perspectives on the US Debt Ceiling Stand-Off Read More >

Portfolio Balancing Act

Balancing Act

Rebalancing is key to achieving your financial goals. We just …

Balancing Act Read More >

Gradually and Then Suddenly - How a Financial Crisis Unfolds

Gradually and Then Suddenly

What to do when the next financial crisis unfolds. One …

Gradually and Then Suddenly Read More >

The other brackets: taxes Managing your tax bill can increase your investment returns

Managing the Other Bracket: Your Tax Bracket

Managing your tax bill can increase your investment returns We’re …

Managing the Other Bracket: Your Tax Bracket Read More >

New Retirement Plan Rules: What You Should Know Secure Act 2.0

New Retirement Plan Rules: What You Should Know

In late December 2022, Congress passed the SECURE 2.0 Act, …

New Retirement Plan Rules: What You Should Know Read More >

Old Peak Finance The Most Dangerous Time to Be An Investor

The Most Dangerous Time To Be an Investor

Investors in stocks and bonds have seen the value of …

The Most Dangerous Time To Be an Investor Read More >

Old Peak Finance Humble Pay Stub

The Humble Paystub

Most of us don’t pay attention to our paystub. We …

The Humble Paystub Read More >

Old Peak Finance Its Never Time to Time the Market

It’s Never Time to Time the Market

In times like these, when almost every investment is losing …

It’s Never Time to Time the Market Read More >

Tax-loss harvesting

Tax-loss Harvesting in a Down Market

Making lemonade from lemons When your investments fall in value, …

Tax-loss Harvesting in a Down Market Read More >

100 dollar bills

Understanding Bonds

Why they’re still critical to your financial plan The goal …

Understanding Bonds Read More >

What to Expect

What To Expect: When You’re Expecting More of the Same

With your investing and financial planning – expect something unexpected. …

What To Expect: When You’re Expecting More of the Same Read More >

Social Security benefit bump

Delayed gratification: The 5.9% Social Security bump

The federal government just announced that annual Social Security benefits …

Delayed gratification: The 5.9% Social Security bump Read More >

How to Think About Inflation

How to Think About Inflation

It’s always a risk, but maybe not what you think …

How to Think About Inflation Read More >

2021 Democratic Tax Proposal

Tax Law Proposal: What You Need to Know

Democrats released their proposed tax bill on Monday, Sep 13. …

Tax Law Proposal: What You Need to Know Read More >

Dan Routh A Busy Decade

A Busy Decade | Navigating Life and Career Transitions

Note: We work with many clients through challenging transitions, including …

A Busy Decade | Navigating Life and Career Transitions Read More >

Full Circle: Financial Freedom

Full Circle: Financial Freedom

Note: We work with many clients through challenging transitions, including …

Full Circle: Financial Freedom Read More >

Transitioning to parenthood: flexibility required by Molly

Transitioning to Parenthood: Flexibility Required

Note: We work with many clients through challenging transitions, including …

Transitioning to Parenthood: Flexibility Required Read More >

Happy Independence (From Fraud) Day

Happy Independence (From Fraud) Day

Spend 30 Minutes to Protect Yourself From Fraud You probably …

Happy Independence (From Fraud) Day Read More >

Chasing rabbits ... and mouth-watering investments

Chasing Rabbits…and Mouth-Watering Investments

Our old neighborhood was rife with rabbits, and Puccini, our …

Chasing Rabbits…and Mouth-Watering Investments Read More >

charitable giving

Tax-Smart Giving and Gifting

Maximizing what you leave to non-profits and the next generation …

Tax-Smart Giving and Gifting Read More >

Old Peak Finance

Is Your Living Trust in a Coma?

Easy Fixes for Your Estate Plan. Too many people do …

Is Your Living Trust in a Coma? Read More >

The Impact of Your Investing

Your investment dollars are making an impact. The question is, …

The Impact of Your Investing Read More >

Old Peak Finance - Check Your Politics at the Door

Check Your Politics at the Door

The stock market is neither red nor blue. In our …

Check Your Politics at the Door Read More >

Old Peak Finance - Fraud Stories From Our Readers

Fraud Stories From Our Readers

Last month, I asked readers to share their experiences as …

Fraud Stories From Our Readers Read More >

Old Peak Finance - Been a Fraud Target?

Been a Fraud Target? Tell us About it.

If you google “online fraud”, “hacking”, “phishing”, “telephone fraud” or …

Been a Fraud Target? Tell us About it. Read More >

Old Peak Finance - Making a List

Making a List – Don’t Wait!

The Importance of a Personal Property List When she reached …

Making a List – Don’t Wait! Read More >

Old Peak Finance - Left Brain, Right Brain

Left Brain, Right Brain

Perhaps the hardest part of being an investor is refereeing …

Left Brain, Right Brain Read More >

Molly Stanifer Fiduciary

Molly Stanifer Hits the Airwaves

I am thrilled to report that our colleague, Molly Stanifer, …

Molly Stanifer Hits the Airwaves Read More >

Simplify your life through financial planning

Simplify Your Life Through Financial Planning

Investing can be exciting, and investing can be complex… it …

Simplify Your Life Through Financial Planning Read More >

Help for Aging Parents

A guide to organize their financial and online lives When …

Help for Aging Parents Read More >

Raising the Stakes

In our new world, managing your personal finances has totally …

Raising the Stakes Read More >

Financial Planning, Not Fortune Telling

The future has not been written. That’s your opportunity. The …

Financial Planning, Not Fortune Telling Read More >

Growth at All Costs?

Tech Stocks have soared. Be careful before deciding they’re the …

Growth at All Costs? Read More >

Being Productive

In a stock market crisis, it’s a natural reaction to …

Being Productive Read More >

Old Peak Finance - Crisis Management

Crisis Management

Please read on. This is not the advice you may …

Crisis Management Read More >

Old Peak Finance - What I Learned From Four Market Crashes

What I Learned From Four Market Crashes

One upside of a receding, gray hairline is that I’ve …

What I Learned From Four Market Crashes Read More >

Do You Want Fries With That?

McDonald’s figured out long ago that, to boost sales, they …

Do You Want Fries With That? Read More >

Tax Moves Before the Ball Drops

Before year-end, we review each client’s tax situation to determine …

Tax Moves Before the Ball Drops Read More >

Old Peak Finance - Money Sense for the Next Generation

Money Sense for the Next Generation

One beauty of getting older: we have a lot more …

Money Sense for the Next Generation Read More >

After Commencement, Time to Commence Saving

You have a child about to graduate college or with …

After Commencement, Time to Commence Saving Read More >

Old Peak Finance - Spreading the Wealth, Carefully

Spreading the Wealth, Carefully

If you spend less time thinking about how to give …

Spreading the Wealth, Carefully Read More >

Divorce and Money

Over the past few years we have worked with an …

Divorce and Money Read More >

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 >

Anything Worth Doing …

… will take time, a plan, periodic adjustments and a …

Anything Worth Doing … Read More >

Uncomfortable Truths

Most of us like to think we’re pretty rational. That’s …

Uncomfortable Truths Read More >

Welcome, Welcome, Welcome

The Old Peak family continues to grow. Please welcome three …

Welcome, Welcome, Welcome Read More >

Avoiding the Next Bernie Madoff

Over a decade ago, the most significant financial fraud in …

Avoiding the Next Bernie Madoff Read More >

Old Peak Finance - A Take of Two Decades

A Tale of Two Decades

We’re at the 10th anniversary of the stock market’s low …

A Tale of Two Decades Read More >

Keep It Together

With only 24 hours in a day, most of us …

Keep It Together Read More >

Old Peak Finance - What Matters

What Matters

The world is laser-focused on the stock market with its …

What Matters Read More >

The Sirens’ Song

As the stock market suffers one of its periodic declines, …

The Sirens’ Song Read More >

Ya Gotta Believe

A key ingredient to investing success is confidence. Not over-confidence, …

Ya Gotta Believe Read More >

Apply Pressure, Firmly

One of the smarter people I know – and a …

Apply Pressure, Firmly Read More >

Old Peak Finance - Be Safe

Be Safe

Anyone with teenage kids knows how worrisome it is when …

Be Safe Read More >

Planning for the Inevitable

We send this email to about 1,200 people every month. …

Planning for the Inevitable Read More >

New Tax Law: Steps You Can Take Now

As of January 1, anything you make is subject to …

New Tax Law: Steps You Can Take Now Read More >

Creating Income in Retirement

You’ve spent decades working and saving. Now you’re retired, with …

Creating Income in Retirement Read More >

What, Me Worry?

Lately, we’ve been getting the following question a lot: “With …

What, Me Worry? Read More >

How We Won't Spend Your Money

How We Won’t Spend Your Money

Ever wonder why most financial advisors charge so much, and …

How We Won’t Spend Your Money Read More >

It’s the Whole, Not the Parts

One key to financial success is keeping the big picture …

It’s the Whole, Not the Parts Read More >

Estate Planning 101

It is easy to put off planning for your estate …

Estate Planning 101 Read More >

Old Peak Finance - Do I Really Have to Buy Bonds?

Do I Really Have to Buy Bonds?

We get that question a lot. The argument goes something …

Do I Really Have to Buy Bonds? Read More >

Old Peak Finance - Your New Year's Revolution

Your New Year’s “Revolution”

That’s revolution, not resolution. Here’s the thing. Unless you are …

Your New Year’s “Revolution” Read More >

charitable_giving

Charitable Giving

There may be more efficient ways to give to charity. …

Charitable Giving Read More >

This Just In …

This just in … Today’s news is extremely unlikely to …

This Just In … Read More >

Starting Early

My colleague, Molly Stanifer, CFP®, wrote this month’s blog. Please …

Starting Early Read More >

A Primer on Disability Insurance

Disability insurance is insurance that replaces a portion of your …

A Primer on Disability Insurance Read More >

Old Peak Finance - Can You Take the Heat?

Can You Take the Heat?

The US stock market has gone up every year since …

Can You Take the Heat? Read More >

Medicare: An Introduction

Medicare is the federal health insurance program for people who …

Medicare: An Introduction Read More >

Avoiding a Financial Eclipse

Plenty of smart, responsible people create a solid financial plan, …

Avoiding a Financial Eclipse Read More >

Old Peak - Do Dividends Pay Dividends? Apple Logo

Do Dividends Pay Dividends?

What do Apple, Google, Berkshire Hathaway, Amazon, Microsoft and Facebook …

Do Dividends Pay Dividends? Read More >

Retirement Plan Options for a Contract Employee

When you are a contract employee and receive 1099 income, …

Retirement Plan Options for a Contract Employee Read More >

The Labrador Retriever Standard

A few days ago, we had to put our 14-year-old …

The Labrador Retriever Standard Read More >

Three Types of Taxation

Modify your thinking from the type of account to type of …

Three Types of Taxation Read More >

Old Peak Finance - KonMari Your Money

KonMari Your Money

Marie Kondo did not write her bestselling book, The Life-Changing …

KonMari Your Money Read More >

Old Peak Finance - Taxing Times

Taxing Times

If your tax bill was an unpleasant surprise this year, …

Taxing Times Read More >

Old Peak Finance - In Praise of a Boring Bracket

In Praise of a Boring Bracket

70 million people filled out a bracket for the NCAA …

In Praise of a Boring Bracket Read More >

Old Peak Finance - Want Your Kids to Save? Let Me Be the Nag

Want Your Kids to Save? Let Me Be the Nag

Parents know we shouldn’t nag our kids. If we want …

Want Your Kids to Save? Let Me Be the Nag Read More >

100 Million Thanks

We recently passed a milestone in our business: $100 million …

100 Million Thanks Read More >

Old Peak Finance - Shaken and Stirred

Shaken and Stirred

Bonds, which have not lost money in almost 40 years, …

Shaken and Stirred Read More >

Old Peak Finance - Your Annual Report

Your Annual Report

The most important financial goals are long-term. We are all …

Your Annual Report Read More >

Lessons from the Harvard Endowment

Harvard’s disappointing endowment performance has generated plenty of headlines recently. …

Lessons from the Harvard Endowment Read More >

Old Peak Finance - Worth a Thousand Words

Worth a Thousand Words

If a picture is worth a thousand words, here’s one …

Worth a Thousand Words Read More >

Old Peak Finance - 529 College Non-Savings Plan

529 College NON-Savings Plans

If you have a 529 college savings plan through a …

529 College NON-Savings Plans Read More >

Life Insurance, Simplified

Most adults will buy life insurance at some stage. But …

Life Insurance, Simplified Read More >

7 Ways to Minimize Tax When You Invest

The thoughtful investor knows that after-tax returns are what matters. …

7 Ways to Minimize Tax When You Invest Read More >

passive investing

A Different Way to Invest

We attach a set of slides (find them here 2020-pursuing-a-better-investment-experience_branded-brochure) …

A Different Way to Invest Read More >

Old Peak Finance - 529 College Savings Plans

529 College Savings Plans: A Primer

Daniel Lee, a summer intern at Old Peak, was the …

529 College Savings Plans: A Primer Read More >

Old Peak Finance - Helping Our Clients Help Others

Helping Our Clients Help Others

We’re big fans of our clients. In particular, we admire …

Helping Our Clients Help Others Read More >

Personal Finance for US Expatriates

This paper was authored by Rick Waechter, Old Peak’s founder. …

Personal Finance for US Expatriates Read More >

Pursuing a Better Investment Experience

Our preferred fund manager, Dimensional Fund Advisors, has a short …

Pursuing a Better Investment Experience Read More >

Trusts: What You Need to Know

Trusts sometimes get a bad rap. Many people believe trusts …

Trusts: What You Need to Know Read More >

how to find a fee only certified financial advisor

Do I Need a Financial Advisor?

This paper was authored by Molly Stanifer, who has been …

Do I Need a Financial Advisor? Read More >

Old Peak Finance - When to Take Social Security

When to Take Social Security

Hundreds of books and articles have been written and a …

When to Take Social Security Read More >

Old Peak Finance - Student Loans vs Retirement Savings

Student Loans vs. Retirement Saving

It’s tough to feel secure enough to save when your …

Student Loans vs. Retirement Saving Read More >

Old Peak Finance - Inveating is Overrated

Investing is Overrated

People in our industry spend almost all their time on …

Investing is Overrated Read More >

Roth Conversions and Contributions

In 2016, to make a full contribution to a Roth …

Roth Conversions and Contributions Read More >

An Annuity Worth Considering (sic)

No, that’s not a typo. Admittedly, most annuities advisors push …

An Annuity Worth Considering (sic) Read More >

Old Peak Finance - The Hypocritical Oath

The “Hypocritical Oath”

Doctors live by the “Hippocratic Oath”, which requires that they …

The “Hypocritical Oath” Read More >

Old Peak Finance - The Just Do Something Fallacy

The “Just Do Something” Fallacy

When the markets suffer one of their periodic drops, many …

The “Just Do Something” Fallacy Read More >

Old Peak Finance - A Salve for Bear Markets

A Salve for Bear Markets

If you are in your 60s and don’t have a …

A Salve for Bear Markets Read More >

10 Years

10 years. If you invest in the stock market, that’s …

10 Years Read More >

Old Peak Finance - The D Word

The “D” Word

It’s a cliché that investors should diversify. Sadly, there are …

The “D” Word Read More >

Don’t Miss Old Peak’s Black Friday Doorbusters

Bargains? You want bargains? Have we got bargains! But they’re …

Don’t Miss Old Peak’s Black Friday Doorbusters Read More >

Old Peak Finance - Yogi Berra, Investment Sage

Yogi Berra, Investment Sage

Yogi Berra was widely known for his famous quotes, dubbed …

Yogi Berra, Investment Sage Read More >

Special Delivery

My colleague, Molly Stanifer, just delivered her first child, a …

Special Delivery Read More >

Watering Your Income Desert

If you plan to retire well before 70 and have …

Watering Your Income Desert Read More >

Old Peak Finance - Your Anchor in a Turbulent Sea

Your Anchor in a Turbulent Sea

We’ve been in a bull market for stocks for six …

Your Anchor in a Turbulent Sea Read More >

Old Peak Finance - The Demans of Trust

The Demands of Trust

Another series of scandals — headlined by the apparently rampant …

The Demands of Trust Read More >

Old Peak Finance - The Future is (Always) Cloudy

The Future is (Always) Cloudy

Not convinced it’s futile to try predicting the future in …

The Future is (Always) Cloudy Read More >

Old Peak Finance - Pass on Qwerty

Pass on “Qwerty”

I admit it up front. This is an “eat your …

Pass on “Qwerty” Read More >

Less is More

I frequently see 401(k) and 403(b) plans with a hundred …

Less is More Read More >

“Unsure-ance”

If you’ve seen “Groundhog Day”, you will remember the insurance …

“Unsure-ance” Read More >

Old Peak Finance - The Stock Market Did What

The Stock Market Did What?

In 2014, the stock market was up 10.0%. In 2014, …

The Stock Market Did What? Read More >

Old Peak Finance - After the Ball Drops

After the Ball Drops

It’s that time of year again — time to make …

After the Ball Drops Read More >

Old Peak Finance - Going Negative

Going Negative

We’ve just finished another election season filled with attack ads. …

Going Negative Read More >

A Little Turbulence

Given current market volatility, I thought the cartoon above was …

A Little Turbulence Read More >

Take Cover

This summer my wife’s new car was rear-ended. She has …

Take Cover Read More >

And Suddenly, the Future Arrives

We just sent our first child off to college. (He’s …

And Suddenly, the Future Arrives Read More >

Old Peak Finance - World Cup Investing Lessons

World Cup Investing Lessons

If you were among the 300 million fans who watched …

World Cup Investing Lessons Read More >

At Wall Street, Take a U-Turn

I’ve just read Flash Boys, the best-seller that details Wall …

At Wall Street, Take a U-Turn Read More >

Old Peak Finance - Investor, Selfie Thyself

Investor, Selfie Thyself

At a recent dinner table conversation on selfies, I was …

Investor, Selfie Thyself Read More >

An April 15 “Win-Win”

2013 was a great year to invest in the US …

An April 15 “Win-Win” Read More >

Translation, Please

I just spent a wonderful week skiing with our two …

Translation, Please Read More >

How to Ace College Savings

Saving for college is hard work. But with a few …

How to Ace College Savings Read More >

Close Your Eyes and Imagine …

Close your eyes and imagine … The stock market has …

Close Your Eyes and Imagine … Read More >

Old Peak Finance - Counting Jelly Beans and Investing

Counting Jelly Beans and Investing

Below is the link to a 3-minute video I encourage …

Counting Jelly Beans and Investing Read More >

Suspenders, Life Preserver or Sun Block?

Suspenders, life preserver or sun block?  If you can’t afford …

Suspenders, Life Preserver or Sun Block? Read More >

Invest with a Nobel Winner

On Monday, the Nobel committee awarded its annual prize in …

Invest with a Nobel Winner Read More >

The Glossy-Brochure-o-Meter

The next time you are approached by a broker, financial …

The Glossy-Brochure-o-Meter Read More >

No Good Alternatives?

With stock and bond prices at relatively high levels, individual …

No Good Alternatives? Read More >

Old Peak Finance - Cash Isn't Always King

Cash Isn’t Always King

Cash has been a popular investment these past few years. …

Cash Isn’t Always King Read More >

“Trust”-Worthy

Trusts have a reputation as a tool for billionaires only.  …

“Trust”-Worthy Read More >

How to Buy an Umbrella

Anyone who has lived in New York, Hong Kong, London …

How to Buy an Umbrella Read More >

The IRS Thanks You for Your Donation

If you just wrote the IRS a big check from …

The IRS Thanks You for Your Donation Read More >

Safety First

Bonds — supposedly the “boring” and “safe” part of your …

Safety First Read More >

Old Peak Finance - ETFs

ETFs: A Floor Wax and a Dessert Topping?

Exchange-traded funds, or ETFs, seem to be the Shimmer of …

ETFs: A Floor Wax and a Dessert Topping? Read More >

Don’t Look Out Below

Many “experts” are urging investors to re-position their portfolios for …

Don’t Look Out Below Read More >

Old Peak Finance - Stupid Human (Behavioral) Tricks

Stupid Human (Behavioral) Tricks

A 3-question quiz to start … Wanda is 31, single, …

Stupid Human (Behavioral) Tricks Read More >

How 1% Gets You Closer to the 1%

Serious academic studies conclude that the best indicator of future …

How 1% Gets You Closer to the 1% Read More >

Old Peak Finance - Teach Children Well

Teach the Children Well

Financial literacy in the US is low. Independent studies prove …

Teach the Children Well Read More >

Old Peak Finance - Disability Insurance

Disability Insurance: Are You Really Covered?

I don’t sell insurance, and often I’ll suggest clients cut …

Disability Insurance: Are You Really Covered? Read More >

Old Peak Finance - Trust in the Age of Ponzi Schemes

Trust in the Age of Ponzi Schemes

This past weekend turned up another Ponzi scheme, with a …

Trust in the Age of Ponzi Schemes Read More >

Old Peak Finance - Cool Heads Prevail

Cool Heads Prevail

We’ve returned to another period of market volatility.  The media …

Cool Heads Prevail Read More >

Tread Carefully with Annuities

Annuities are more popular than ever.  My advice: tread carefully.  …

Tread Carefully with Annuities Read More >

Old Peak Finance - Romney, Taxes and You

Romney, Taxes and You

I’m risking a few heated email responses by wading into …

Romney, Taxes and You Read More >

Trust the Market, Not the Marketers

It’s been a tough decade for investors in US stocks. …

Trust the Market, Not the Marketers Read More >

Don’t Get Emotional

In investing, human emotions can be your own worst enemy. …

Don’t Get Emotional Read More >

A Goal Without a Plan is Just a Wish

“A goal without a plan is just a wish.”— Antoine …

A Goal Without a Plan is Just a Wish Read More >

Estate Planning 1-2-3

It’s easy to put off estate planning issues, because it …

Estate Planning 1-2-3 Read More >

Your Financial Stress Test

The market’s recent extreme swings offered investors a great chance …

Your Financial Stress Test Read More >

The Really Important Financial News

The media is having a field day with the latest …

The Really Important Financial News Read More >

The One Thing to Know About Taxes and Investing

Taxes can have a huge impact on investment returns.  The …

The One Thing to Know About Taxes and Investing Read More >

passive investing

What History Teaches an Investor

I recently began offering Dimensional funds for Old Peak clients. …

What History Teaches an Investor Read More >

Old Peak Finance - It's All in the Mix

It’s All in the Mix

I’ve previously written that low-cost, passively managed mutual funds out-perform high-fee, …

It’s All in the Mix Read More >

Psst … Hot Investing Tip

I’ve got a way to increase your retirement savings by …

Psst … Hot Investing Tip Read More >

We Aren’t the World

I’m not being unpatriotic, but the US is slowly and …

We Aren’t the World Read More >

Old Peak Finance - Infalation Protection

Inflation Protection: Who Needs It?

All of a sudden there’s a lot of talk about …

Inflation Protection: Who Needs It? Read More >

Old Peak Finance - Trust in Time, Not Timing

Trust in Time, Not Timing

“Trust in time, not timing.”  I didn’t coin that phrase, …

Trust in Time, Not Timing Read More >

Old Peak Finance - 2011 Forecasts: Don't Be Fooled

2011 Forecasts: Don’t Be Fooled

If you’re like me, you will have seen dozens of …

2011 Forecasts: Don’t Be Fooled Read More >

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