Financial Planning

By Rick Waechter, Founder Many of us have dozens, and

By Rick Waechter, Founder, and Justin May, Portfolio Manager When

By Rick Waechter, Founder If you are, ahem, of a

And Asking: What’s Your One Big Goal in 2026? By

By Rick Waechter, Founder 2026 is less than a month

Ronald Reagan made this quote famous when he was president

By Rick Waechter, Founder   If you’re reading this, you

We’re almost midway through the year. Have you checked your

Our dog, Puccini, will turn 11 this year. She’s the

I just finished a 2-session workshop on personal finance for

(Sarcasm Intended) Most of Old Peak’s clients previously worked with

Strategies for Better Financial Decisions: A Six-Point Plan Daniel Kahneman

How a Long-Term Mindset Impacts Investing Strategy Daniel Kahneman passed

The Adverse Effect of Decision-Making Shortcuts Daniel Kahneman passed away