We're proud to share that our own John McCorvie, Tara Hefty, Julie Pribble, and Terry Robinette have all been named a 2024 Five Star Wealth Manager Award Winner, presented by 5280 Magazine! Congrats John, Tara, Julie and Terry, and thanks for always putting our clients’ interests first! Advisory Services offered through Peak Asset Management, LLC,?an SEC registered investment advisor.?This is not an offer to buy or sell securities. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success.?Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.?These ratings should not be construed as an endorsement or evaluation of the advisor by any client and are based on information prepared by the advisor. This third-party rating was granted by?Five Star Professional?on?10/1/24?and applies to the period from?12/12/23-7/9/24. Criteria for the third-party rating can be found here?https://lnkd.in/gAk8dmx5.?No?compensation was provided either directly or indirectly to obtain the third-party rating.?
Peak Asset Management, LLC, Colorado
金融服务
Louisville，CO 369 位关注者
Providing Trusted Financial Advice for Over 25 Years
关于我们
Peak Asset Management is an independent, comprehensive and objective financial advisory firm. With our focus on long-term capital appreciation, we prioritize our client relationships, and bring a human touch to dollars and cents. Through our long-term back-to-basics investment philosophy, we aim to positively affect clients through the many transitions of their lives. We’re in it with you for the long-haul, through strong, disciplined management, a focus on asset building for financial security, and financial education across generations. To maximize the effectiveness of our services, we’ve built our business on three fundamental principles: (1) We work directly for our clients, (2) We proactively promote and facilitate client communication, and (3) We construct a personalized investment portfolio for each client. We believe these principles position us to provide a superior solution to a select group of investors (our high-wealth clients typically have assets over $1 million). We look forward to talking with you about your financial goals. Learn more at https://www.peakam.com. Investment advisory services are provided by Peak Asset Management, LLC, a SEC-registered Investment Adviser. Postings on LinkedIn from Peak Asset Management, LLC are monitored, stored and made available to regulators as requested.
- 网站
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https://www.peakam.com
Peak Asset Management, LLC, Colorado的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Louisville，CO
- 类型
- 私人持股
- 创立
- 1994
- 领域
- Wealth Management、Portfolio Management、Financial Planning和Personal Wealth Advisors
地点
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获取路线
1371 E. Hecla Drive
Suite A
US，CO，Louisville，80027
Peak Asset Management, LLC, Colorado员工
动态
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Upcoming event alert! Jason Foster, our Director of Wealth Strategies and Legacy Planning, will be presenting on November 13th at 4:30p with Matthew Hardy, a Partner and Senior Loan Officer at Greenlight Mortgage Group, on available options for parents to assist an adult child in purchasing or acquiring a home.?With the value of homes at an all-time high, and mortgage rates still significantly elevated, the cost of entry remains challenging for young homebuyers.?This presentation will address several topics, including: *How gifts need to be structured when conventional financing is needed *How to legitimize a loan to a family member *Co-signing and co-borrowing a mortgage *Considerations when owning property jointly between family members *Financial and tax planning considerations when gifting or loaning *Buying property outright and renting it to the child *Contract for deed and rent to own arrangements *Trust options and estate planning considerations. The presentation will take place on Wednesday, November 13th at 4:30pm at the Hotel Boulderado. Wine and appetizers will be served! RSVP here: https://lnkd.in/gAZSHsjB
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In our latest Quarterly Client Letter, John McCorvie, CFA dives into an update on stocks, bonds, interest rates, inflation, and the economy: "The bull market in U.S. stocks continues.?As measured by the S&P 500, the stock market finished the 3rd quarter at an all-time high.?That puts the index 20.14% above its previous bull market peak on January 3, 2022... In the first half of the year, the traditional S&P 500 handily outperformed the equal weight S&P 500, indicating that the large cap stocks did much better than the average stock. In the 3rd quarter, however, while?the S&P 500 returned 5.87% the equal weight S&P 500 returned 9.48%, indicating that more stocks are now participating in the bull market. While there are always exceptions to the rule, broader participation of stocks to the upside generally reflects a “healthier” or “more stable” market." Head over to the Peak Perspective to read the full update: ?? https://lnkd.in/gMH3BgiH
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With Medicare open enrollment here, don't forget to review your current plan and evaluate your options for the coming plan year. Plan benefits and out-of-pocket costs can change each year, so be sure you are aware of how your plan may be impacted.
Choosing a Medicare plan can be daunting, which is why we send a guide to all of our clients as they are approaching age 65. Instead of the full guide and a wall of text, here are a few of the most important excerpts: Combining Part A, B, and D with a Medigap policy usually results in a higher premium of approximately $400/month, but can offer greater flexibility when choosing providers. Note that dental coverage is not covered by Part A or B. Combining Part A and B with a Medicare Advantage plan is less expensive if you are healthy, and many Advantage plans include Part D (drug coverage). Some even provide dental, vision, and/or hearing aid coverage. However, Medicare Advantage plans operate similar to private insurance plans with higher deductibles and out-of-pocket costs, should you need greater care or require surgery. If you select an Advantage plan for the lower monthly premiums and later want to switch to Original Medicare + Medigap due to health complications, you can only do so during Open Enrollment, and you MUST meet the medical underwriting requirements of the Medigap insurer. You may no longer be able to qualify for a Medigap plan! More Medicare tips coming down the pike soon!
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We are honored to be recognized by BizWest as one of the top 10 women-owned businesses by revenue in Boulder Valley. More importantly, we are lucky to have Tara Hefty, CFA, FRM at the helm as managing partner! Congrats, Tara, and thank you for your leadership at Peak. Advisory Services offered through Peak Asset Management, LLC, an SEC registered investment advisor. This is not an offer to buy or sell securities. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement or evaluation of the advisor by any client and are based on information prepared by the advisor. This third-party rating was granted by BizWest on September 2024 and applies to the period from 2021-2023. Criteria for the third-party rating can be found here https://lnkd.in/dcb-tw3b. No compensation was provided either directly or indirectly to obtain the third-party rating.
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COBRA health plans are not the only game in town when it comes to ensuring you have health care coverage when in between jobs or otherwise find yourself in need of medical insurance. Depending on which state you live in, you may be able to enroll in a short-term health insurance plan for temporary coverage. Our latest blog post from Bethany Aylor, CFP?, MBA, CEP reviews both COBRA and short-term (temporary) plans, and the key differences between the two options. Get the details on the Peak Perspective Blog: https://lnkd.in/guWnvQwF
COBRA and Short-term Health Insurance Plans | Peak Asset Management
https://peakam.com
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All eyes are on the Fed this week. Whether or not they decide to go 25 or 50 bps, the Fed has signaled that they plan to start a rate cutting cycle. How might the supply and demand dynamics in the housing market be impacted by lower rates? ?? ?? ?? Our colleague Johnny Russell, CFA revisits a summer 2023 post on housing market dynamics and provides an update as the Fed gets ready to adjust policy rates. "While the textbook model of supply and demand suggests that lower rates will drive housing demand and unlock existing supply, we should remain skeptical of any one-dimensional narrative... The expectation of further rate cuts could encourage procrastination, stretching out the cycle as both buyers and sellers sit tight on the sidelines in hopes of getting even lower rates down the road." Head over to the Peak Perspective for the full update ?? https://lnkd.in/gavTpcC9
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Grant Bugner, CFP? with a reminder that while asset diversification is important, asset location can be just as critical when it comes to managing taxes during the portfolio withdrawal phase.
Many investors recognize the importance of asset diversification, but fewer recognize that asset location can be just as crucial to your investment strategy. Asset location isn’t about WHAT you invest in, but WHERE you hold those investments. This means considering whether your assets are in pre-tax accounts like a 401(k), post-tax accounts such as a Roth IRA, or taxable accounts like a brokerage account. While letting your investments grow tax-deferred in a Traditional 401(k) or IRA has its advantages, concentrating all of your money in one type of account—whether it's pre-tax, Roth, or taxable—can limit your flexibility down the road. The key is to have a mix of funds in all three types of accounts, which will help you better manage taxes when you start withdrawals in retirement. With the Tax Cuts and Jobs Act set to expire after 2025, tax rates could be on the move. Having your assets spread across different account types gives you the flexibility to adjust and optimize your tax situation no matter what changes may come.
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Our team had the incredible opportunity to volunteer at Growing Gardens in Boulder last week! A huge thank you to Growing Gardens for welcoming us and for the amazing work you do year-round! We’re proud to support such a fantastic organization and look forward to more opportunities to give back.
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Despite the rain, we had an incredible time at our Client Appreciation Event! It was a fantastic turnout, and we’re so grateful for the opportunity to connect and celebrate our valued clients. Your trust and partnership mean the world to us, and events like these remind us of the strong relationships we’ve built together!
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