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Category: Monthly Insights

Financial Blog

Spreading the wealth, carefully

10/29/2019

If you spend less time thinking about how to give your money away than how to make it, you’re like…
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Financial Blog

Divorce and money

09/23/2019

Over the past few years we have worked with an increasing number of divorcing or divorced clients. Divorce and personal…
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Financial Blog

Congrats, Katie Villegas, CFP®

08/18/2019

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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Financial Blog

Anything worth doing …

07/29/2019

  … will take time, a plan, periodic adjustments and a team effort.              …
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Financial Blog

Uncomfortable truths

06/30/2019

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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Financial Blog

Welcome, welcome, welcome

05/29/2019

The Old Peak family continues to grow. Please welcome three new members: Dan Routh joins as a financial advisor. He…
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Financial Blog

Avoiding the next Bernie Madoff

04/28/2019

Just over a decade ago, the largest financial fraud in history was revealed: a $65 billion Ponzi scheme orchestrated over…
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Financial Blog

What matters

01/23/2019

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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Financial Blog

The sirens’ song

12/15/2018

As the stock market suffers one of its periodic declines, promoters are predictably on every street corner with alternative investment…
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Financial Blog

Ya gotta believe

11/19/2018

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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