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Monday, December 11, 2017

The Markets “It's the hap- happiest season of all.” While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The Dow...

 

Thursday, December 7, 2017

Many thanks to the 134 clients and guests who joined us at Fox Hills for our annual Christmas Party! Thanks for helping make the 2017 edition was the best party yet! Another great big THANK YOU to those who donated non-perishables to...

 

Wednesday, November 29, 2017

Listen to the latest edition of Finding True Wealth as Nick reminisces about the industry twenty years ago and reflects on what he would be looking for when selecting a CFP/financial planner. CLICK HERE

 

Tuesday, November 28, 2017

The Markets There was a lot to be thankful for last week. Stock markets around the world may have ripened to full-slip sweetness this year. Emerging markets have delivered the most attractive returns year-to-date. The MSCI Emerging...

 

Monday, November 20, 2017

Are You Ready to Retire? There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for retirement. Some are completely unprepared. The Employee Benefits Research Institute (EBRI)’s...

 

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Tuesday, November 14, 2017

The Markets Selling it overseas. Most of the companies in the Standard & Poor’s 500 (S&P 500) Index have reported third quarter earnings per share (EPS), which is the profit earned per share of stock outstanding during the...

 

Wednesday, November 8, 2017

The Markets “Taxes are what we pay for a civilized society.” U.S. Supreme Court Justice Oliver Wendell Holmes’s statement is engraved on the front of the Internal Revenue Service building in Washington, D.C. Some...

 

Wednesday, October 4, 2017

Smartphones are incredibly handy. That may be why about three of every four Americans own them.1 On average, smartphone users spend almost three hours a day – 86 hours every month – using their phones. They send texts and email,...

 

Thursday, September 28, 2017

How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and 4 percent of women had one.1During the past 80 years, college has become far more...

 

Thursday, August 31, 2017

Labor Day is about a lot more than the end of summer and the start of a new school year. The holiday, which celebrates American workers, became a federal holiday in 1894 and was created to recognize the contributions and achievements...

 

Wednesday, August 30, 2017

In a 2002 interview with Mike Wallace, former First Lady Nancy Reagan said she often reread the love letters written by her husband, former President Ronald Reagan. The letters, which had sustained and enriched their relationship,...

 

Friday, July 28, 2017

While some may be concerned about the iconic American meat that arrives in a rectangular 12-ounce tin (and is inexplicably popular in certain island states and American territories), more should be wary of its namesake – the spam that...

 

Wednesday, July 12, 2017

The idea of Artificial Intelligence (AI) may bring to mind movies like Terminator, Wall-E, and Transcendence, but the reality of AI is expected to help people find answers to some significant issues. For example, a PwC survey found:1 •...

 

Friday, June 30, 2017

On July 4, 1776, the American colonies claimed independence from Britain. This declaration eventually led to the formation of the United States. As we celebrate the birth of our great nation, test your knowledge with this brief quiz.1...

 

Friday, June 30, 2017

Nick sits down with Dr John Mlinarcik talking personality styles. Understanding your own personality style helps you understand your own needs and why you do what you do. The same can be said about the other people in your life-...

 

Thursday, June 29, 2017

The bull market in U.S. stocks has been charging ahead for more than eight years.1 While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost...

 

Monday, June 26, 2017

A majority of people I speak with about investment portfolio risk carry a risk profile of “balanced,” or “growth with income,” or for a lack of a better term, “in the middle.” For many people, these...

 

Wednesday, June 14, 2017

In the post-pension world, we need to take full advantage of the retirement plans offered by our employers. If you work for certain tax-exempt organizations such as a hospital, university, or state/local government, you may be eligible...

 

Wednesday, June 7, 2017

People are always asking me, “Do I have enough to retire?” They expect me to be able to look at their 401(k) statement and give them a yes or no answer in two seconds flat! The truth is it doesn’t matter how much...

 

Wednesday, May 24, 2017

Despite everything you have heard, your house and your 401k are not your largest asset – your career path and income are your biggest asset by far. Listen as we give one simple tip on how to maximize your largest asset,...

 

Wednesday, May 24, 2017

Learn about the sweet spot of Roth IRA Conversion from Nick Hopwood, CFP. How do some people convert their IRA to a Roth IRA with little or no tax due? http://peakwm.com/podcast/Rothconversion.mp3

 

Tuesday, May 23, 2017

As Published originally on Investopedia.com Attention Millennials: Your house and your 401(k) are not your largest assets. Despite everything you may have read or heard, your house and your 401(k) are not your largest assets—your...

 

Monday, May 22, 2017

The First $100,000,000 is the hardest! We are proud to announce that Peak Wealth recently reached $100M in client assets! Many thanks to our loyal partners over the past 17 years!

 

Tuesday, May 2, 2017

0Meet Renee Kowal, the newest edition to our team! Renee has recently joined Peak as an Operations Assistant. She comes to Peak with many years of professional experience in a client based service industry. She has been married to her...

 

Monday, May 1, 2017

Pensions don’t exist like they did in the past. Peak Income 360 seeks to replace that pension by adding multiple passive income streams. http://peakwm.com/podcast/Income360.mp3

 

Tuesday, April 11, 2017

Did you miss the Naked Retirement Workshop? Listen in and get caught-up as Nick chats with Donna Martin, CEO of Change Engine, a business and retirement coaching firm. At Change Engine, she works with professionals who want to achieve...

 

Tuesday, April 11, 2017

I hate the word “budget.” It reminds me of being on a diet. For some reason, In this day and age our human nature struggles with limits. So when I speak with people about their cash flow, I don’t talk about budgeting,...

 

Monday, April 10, 2017

Nick speaks with John Diehl, SVP at Hartford Funds and liaison to the MIT Age Lab, where they do a lot of cool research! Our topic today is the 5 ways technology will change the way we age. Check out this white paper which covers the...

 

Wednesday, April 5, 2017

Our goal when we meet is to determine if there is a fit between what you are looking for and the services we provide. In order to make the best use of our time, please use the resources below to help prepare. Prior to your initial...

 

Wednesday, March 29, 2017

From success to significance: Chip shares his story about reaching “Halftime” in his life. Learn why he walked away (in his early 50’s) from his successful 26 year career as VP of Finance at Enterprise Car Rental and...

 

Tuesday, July 26, 2016

Peak Blueprinting Booklet Small File The Blueprinting Process is a series of exercises we created to help you live your life by design, not be default. The purpose of these exercises is to help ignite your relentless burning desire,...