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Stock-Picking is Hard: Here’s Proof
We are not fans of stock-picking or trying to time the market. That qualifies as my understatement of the month. We believe markets are efficient. […]
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Three Easy Steps if You Are Worried About Estate Tax
Many of our clients are worried about estate tax. Under current regulations, not many Americans will owe estate tax: you will only pay estate tax […]
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How To Avoid a Stock Market Surprise
The recent stock market drop startled a lot of investors. No one should have been surprised. This is not a claim that I saw it […]
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Boring Insurance Stuff You Need To Know: Part 3
This is Part 3 of our series on what you need to know about your insurance. We previously wrote about home and auto. Umbrella […]
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Boring Insurance Stuff You Need to Know: Part 2
This is part 2 of our series to help you review insurance basics. We know, we know, it’s not exactly a gripping topic. So, we’ve […]
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Boring Insurance Stuff You Need to Know: Part 1
Homeowners Insurance With apologies to the capable and diligent insurance brokers we work with … insurance can be boring. Insurance companies understand this. To […]
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How to Make Better Financial Decisions: Part 5
Strategies for Better Financial Decisions: A Six-Point Plan Daniel Kahneman passed away earlier this year. The professor of psychology won a Nobel Prize in economics […]
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How to Make Better Financial Decisions: Part 4
How a Long-Term Mindset Impacts Investing Strategy Daniel Kahneman passed away earlier this year. The professor of psychology won a Nobel Prize in economics for […]
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How to Make Better Financial Decisions: Part 3
The Adverse Effect of Decision-Making Shortcuts Daniel Kahneman passed away earlier this year. The professor of psychology won a Nobel Prize in economics for a […]
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How to Make Better Financial Decisions: Part 2
How WYSIATI and Recency Bias Impact Decisions Daniel Kahneman passed away earlier this year. The professor of psychology won a Nobel Prize in economics for […]
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How to Make Better Financial Decisions: Part 1
Lessons from Daniel Kahneman Daniel Kahneman passed away earlier this year. The professor of psychology won a Nobel Prize in economics for a lifetime of […]
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Roth IRAs and 401(k)s: The Spinach of Investment Accounts
Roth IRAs and 401(k)s that allow Roth contributions are incredibly powerful investment accounts. Once the money is in the account, it will never be taxed again: tax-free […]
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Old Peak Finance Welcomes Donna Reaves and Dan Routh as Partners
We are delighted to announce that Donna Reaves and Dan Routh have become partners at Old Peak Finance. This is a significant step in our […]
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When It’s Smart To Create a Tax Bill
We’re in the thick of tax season. Paying tax is never popular, but as the April 15 deadline approaches, even the thought of creating a […]
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Dialing Back the Confusion
I recently spent too much time with a large cell phone company trying to understand my family’s plan. One of us needs a new phone. […]
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How To Avoid a Mistake on Your Taxes
We’re in tax season. Some people prepare their returns themselves. Many hire a professional. Regardless, there’s a chance you will make tax return mistakes. It […]
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