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Category: blog

Old Peak Finance
08/18/2019

Congrats, Katie Villegas, CFP®

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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Old Peak Finance
07/29/2019

Anything worth doing …

  … will take time, a plan, periodic adjustments and a team effort.              …
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Old Peak Finance
06/30/2019

Uncomfortable truths

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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Old Peak Finance
05/29/2019

Welcome, welcome, welcome

The Old Peak family continues to grow. Please welcome three new members: Dan Routh joins as a financial advisor. He…
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Old Peak Finance
04/28/2019

Avoiding the next Bernie Madoff

Just over a decade ago, the largest financial fraud in history was revealed: a $65 billion Ponzi scheme orchestrated over…
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Old Peak Finance
03/19/2019

A tale of two decades

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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Old Peak Finance
02/28/2019

Keep it together

With only 24 hours in a day, most of us don’t have a lot of spare time. So why do…
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Old Peak Finance
01/23/2019

What matters

The world is laser-focused on the stock market with its recent volatility. That’s a shame. Because what the market does…
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Old Peak Finance
12/15/2018

The sirens’ song

As the stock market suffers one of its periodic declines, promoters are predictably on every street corner with alternative investment…
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Old Peak Finance
11/19/2018

Ya gotta believe

A key ingredient to investing success is confidence. Not over-confidence, but confidence based on deeply-held and well-researched beliefs. One of…
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