100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Category: Investing


After commencement, time to commence saving

If you have a child about to graduate college or with an advanced degree, congratulations! Earning a bachelor’s, master’s or…
Read More


An Introduction to Sustainable and Responsible Investing: Aligning your investments with your values at Old Peak Finance

Your investment dollars are making an impact. The companies you are invested in are creating an impact on our world….
Read More


Creating income in retirement

You’ve spent decades working and saving. Now you’re retired, with a “nest egg” of savings you believe will last for…
Read More


Three Types of Taxation

Modify your thinking from the type of account to type of taxation. Every account you have can fall into 3 types…
Read More


7 ways to minimize tax when you invest

The thoughtful investor knows that after-tax returns are what matters. So the thoughtful investor adopts strategies to minimize tax on…
Read More


A different way to invest

We attach a set of slides (find them here) that describes the issues you face in investing, and what we…
Read More


Pursuing a better investment experience

We attach a great set of slides (find them here) on how you can maximize success in investing. There are…
Read More


Roth conversions and contributions

In 2016, to make a full contribution to a Roth IRA, your modified adjusted gross income must be less than…
Read More