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Category: blog

Financial Blog

Money sense for the next generation

11/24/2019

One beauty of getting older: we have a lot more “real world” experience than our younger family and friends. That’s…
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Financial Blog

Spreading the wealth, carefully

10/29/2019

If you spend less time thinking about how to give your money away than how to make it, you’re like…
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Financial Blog

Every New (And Established) Veterinarian Needs to Consider Long-Term Disability Insurance

10/08/2019

By Dan Routh, CFP®, Fee-only Financial Planner with Old Peak Finance and spouse of a veterinarian.   “It will never…
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Financial Blog

Divorce and money

09/23/2019

Over the past few years we have worked with an increasing number of divorcing or divorced clients. Divorce and personal…
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Financial Blog

Congrats, Katie Villegas, CFP®

08/18/2019

I’m thrilled to announce that our colleague, Katie Villegas, is officially a CERTIFIED FINANCIAL PLANNER™. Katie did the coursework and…
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Financial Blog

Anything worth doing …

07/29/2019

  … will take time, a plan, periodic adjustments and a team effort.              …
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Financial Blog

Uncomfortable truths

06/30/2019

Most of us like to think we’re pretty rational. That’s often not the case — especially when it comes to…
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Financial Blog

Welcome, welcome, welcome

05/29/2019

The Old Peak family continues to grow. Please welcome three new members: Dan Routh joins as a financial advisor. He…
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Financial Blog

Avoiding the next Bernie Madoff

04/28/2019

Just over a decade ago, the largest financial fraud in history was revealed: a $65 billion Ponzi scheme orchestrated over…
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Financial Blog

A tale of two decades

03/19/2019

We’re at the 10th anniversary of the stock market’s low point of the Great Recession: March 2009. Since then, the…
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