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Should You Hop on the Foreign Stock Bandwagon?
Since the start of the year, non-US stocks have outperformed US stocks by a wide margin: 7% appreciation compared to a 7% decline for US […]
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In a Market Crisis, Think Before You Act
Given the market’s dramatic drop this past week, a lot of investors feel they need to just do something. It’s a dangerous instinct. It is […]
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Shifting Sands: Investing for the Long Term
One of the greatest challenges of investing is getting too focused on what is right in front of you – and missing what is happening […]
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NVIDIA RSU Guide: Trading Windows, Taxes & Diversification
NVIDIA RSU Trading Windows & Tax Strategies: A Guide for Senior Engineers, Directors, and Executives For senior engineers, directors, and executives at NVIDIA, Restricted Stock […]
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Life Lessons on Aging from Man’s Best Friend
Our dog, Puccini, will turn 11 this year. She’s the smartest, cutest, best dog in the world – just like your dog, assuming you have […]
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My RSUs Are Vesting, What Should I Do?
It’s the middle of the quarter, which means it’s time for RSU vesting for many tech executives. If your RSUs are vesting, you might be […]
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Help Your Kids Be Money-Smart
I just finished a 2-session workshop on personal finance for teens at an area school. I have run these workshops for more than a decade, […]
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Tariffs, the Stock Market and 3-Card Monte
The US stock market fell last Friday and again this Monday with the announcement of tariffs on Mexico, Canada and China. The market then recovered, […]
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Tech Executive’s Guide to Nonqualified Deferred Compensation
Nonqualified deferred compensation (NQDC) plans are a powerful financial tool for high-earning tech executives. Often part of executive benefits packages, these plans allow you to […]
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Why Diversification Still Makes Sense: Lessons From the Past
Investors over the last decade would have done very, very well by owning large, US tech companies and avoiding everything else. Many people are convinced […]
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Estate Planning: Don’t Wait Until It’s Too Late
Recently I walked into our office building and saw an estate planning attorney I know rushing out. “Going to the hospital to get documents signed,” […]
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US Stocks Are Higher Than Ever. Should You Worry?
By many measures, the US stock market is at or near an all-time high. This will cause some investors to worry. Should you be among […]
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The “Innumerable” Benefits of Working With a Large Bank
(Sarcasm Intended) Most of Old Peak’s clients previously worked with an advisor at a large bank. Fortunately for us – and, I believe, for them […]
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When It’s Hardest, and Most Important, To Diversify
We preach the virtues of diversifying all the time. If you have read any of our blogs, you are tired of hearing about it. You […]
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Do You Really Understand Your Estate Plan?
Your estate plan is a critical element of your financial plan. It sets out who inherits your assets when you pass away. It appoints […]
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How to Run out of Money in Retirement
No, that’s not a typo. Our goal is to describe the behaviors and missteps which can put someone in serious financial straits. No one will […]
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