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Crypto is a Scam
By Rick Waechter, Founder One of the advantages Old Peak has, compared to wealth management behemoths like Fidelity, Schwab, Morgan Stanley, Wells Fargo, etc., […]
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I’m Investing with a “Buy and Hold” Mindset… Now What?
By Justin May, Portfolio Manager You’ve done your research and created a low-cost, well-diversified investment portfolio. Your financial plan is solid, and your allocation […]
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A High Income Isn’t Enough
The plight of a high earner running low on money in retirement is more common than you think. Sure, we’ve all heard the stories of […]
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Don’t Wait Until You Retire for a Financial Plan
Too many people wait until they’re about to retire to create their financial plan. The narrative goes something like this: “Okay, I think I’ll retire […]
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Can We Help You Help a Recently Widowed Friend?
Loss of a spouse is among the most difficult challenges anyone will face in their lifetime. Over the last 15 years, we have worked with […]
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Trust, But Verify
Ronald Reagan made this quote famous when he was president and negotiating over nuclear disarmament with his Soviet counterpart, Mikhail Gorbachev, in the late 1980s. […]
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How Much Are You Willing To Bet on Your Favorite Stock?
By Justin May, Portfolio Manager You might assume that picking a stock is like flipping a coin, with half of stocks doing better than […]
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Private Investments: Benefits, Risks, and Portfolio Fit
By Dan Routh, Partner Most investors build their portfolios with public funds of stocks, bonds, and REITs (real estate). They’re easy to access, relatively […]
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Financial Planning When You’re Too Busy for Financial Planning
By Rick Waechter, Founder If you’re reading this, you probably know it’s important to have a financial plan – and to act on it. […]
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High-Flying Tech Stocks: A Cautionary Tale from Cisco
By Rick Waechter, Founder If you own a lot of any one stock – especially a highly-valued tech stock – you should think seriously […]
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Why Choose Lower Return Over Higher Return?
By Justin May, Portfolio Manager When you buy a stock, there’s no telling how much you’ll earn per year on your investment. Bonds are […]
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Midyear Is Approaching. Have You Reviewed Your Financial Plan?
We’re almost midway through the year. Have you checked your financial plan? Everyone should check it at least annually. Some items – like saving into […]
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ISOs vs. NQSOs: What Tech Professionals Need to Know
For tech professionals, incentive stock options and nonqualified stock options can be a significant part of total compensation. While options can be a powerful wealth-building […]
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Don’t Overlook the Most Important Investment Decision
By Justin May, Portfolio Manager Whether it’s through fad diets, lottery tickets, or self-help books, we’re hard wired to seek quick results rather than […]
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Estate Planning for a Young Adult
By Rick Waechter, Founder Here’s another “eat your spinach” post. But – good news – it’s not you that has to eat the spinach. […]
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Why an Investor Doesn’t Need to Own Foreign Currency
By Justin May, Portfolio Manager Recent headlines about the weakness of the U.S. dollar have many investors wondering: how can I add foreign currency […]
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