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Category: Monthly Insights


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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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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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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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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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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Left brain, right brain

Perhaps the hardest part of being an investor is refereeing the struggle between your left brain and your right brain….
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Apply pressure, firmly

One of the smarter people I know – and a very successful investor – told me recently that he prefers…
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Will you still need me, will you still feed me, when I’m 94?

When I get older, losing my hair Many years from now Will you still be sending me a valentine Birthday…
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Be safe

Anyone with teenage kids knows how worrisome it is when they head out for an evening. I suspect, as they…
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Planning for the inevitable

We send this email to about 1,200 people every month. I am confident that virtually every recipient, regardless of age,…
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