Our blog reflects our values
FOUR CORE BELIEFS
Personalize
Your plan should be unique to you
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
Left Brain, Right Brain
The left brain is analytical. The right brain is emotional. The best investors make decisions using their left brain.
Which, of course, makes perfect sense. Unless you are thinking with your right brain.
Molly Stanifer Hits the Airwaves
As part of a select group of financial advisors, our colleague, Molly Stanifer features in Schwab's nationwide advertising campaign. Each commercial promotes independent investment advisors like Old Peak Finance.
Tax Law Proposal: What You Need to Know
Democrats released their proposed tax bill on Monday, Sep 13. It would impose smaller tax increases than had been rumored, but there would be meaningful changes. There are a few surprises, especially to rules around Roth IRAs. We have summarized the proposal below. These changes are not guaranteed to become law, but our understanding is that the odds are reasonably high.
Transitioning to Parenthood: Flexibility Required
Being a parent requires flexibility. This is probably obvious, even …
Transitioning to Parenthood: Flexibility Required Read More >
Seeking Choppy Waters –
Jo Beth Mullens’ Story of Embracing Change
Note: We work with many clients through challenging transitions, including …
Seeking Choppy Waters –
Jo Beth Mullens’ Story of Embracing Change Read More >
Chasing Rabbits…and Mouth-Watering Investments
Our old neighborhood was rife with rabbits, and Puccini, our …
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 …
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, …
