Financial Planning Archives

Old Peak Finance - Inveating is Overrated

Investing is Overrated

June 26, 2016

People in our industry spend almost all their time on …

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An Annuity Worth Considering (sic)

May 20, 2016

No, that’s not a typo. Admittedly, most annuities advisors push …

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The “Hypocritical Oath”

April 29, 2016

Doctors live by the “Hippocratic Oath”, which requires that they …

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The “Just Do Something” Fallacy

March 22, 2016

When the markets suffer one of their periodic drops, many …

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A Salve for Bear Markets

February 29, 2016

If you are in your 60s and don’t have a …

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Yogi Berra, Investment Sage

October 10, 2015

Yogi Berra was widely known for his famous quotes, dubbed …

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Watering Your Income Desert

August 18, 2015

If you plan to retire well before 70 and have …

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The Demands of Trust

June 25, 2015

Another series of scandals — headlined by the apparently rampant …

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Pass on “Qwerty”

April 28, 2015

I admit it up front. This is an “eat your …

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After the Ball Drops

December 18, 2014

It’s that time of year again — time to make …

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And Suddenly, the Future Arrives

August 9, 2014

We just sent our first child off to college. (He’s …

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World Cup Investing Lessons

July 22, 2014

If you were among the 300 million fans who watched …

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How to Ace College Savings

February 28, 2014

Saving for college is hard work. But with a few …

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How to Buy an Umbrella

May 24, 2013

Anyone who has lived in New York, Hong Kong, London …

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Teach the Children Well

September 12, 2012

Financial literacy in the US is low. Independent studies prove …

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Trust in the Age of Ponzi Schemes

July 20, 2012

This past weekend turned up another Ponzi scheme, with a …

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