4 Questions to Improve Investment Outcomes
Ask yourself these four questions the next time you plan to make an investment decision.
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Peter Newman, CFA®
Feb 10, 20223 min read
Stress Makes for Poor Investments
Humans are not always great at making rational decisions during good times, but stress may lead to poor investment choices.
Peter Newman, CFA®
Feb 3, 20223 min read
Make Debt Work for You
If you are experiencing debt-related stress, you should consider attacking the root of the problem.
Peter Newman, CFA®
Jan 27, 20223 min read
Realize Your Dreams by Setting Goals
All the projections that your advisor comes up with mean nothing unless they represent those things that are dear to your heart.
Peter Newman, CFA®
Jan 14, 20226 min read
How to Create and Maintain Your Budget
Keeping a budget provides you with information regarding your spending habits and brings your priorities into focus.
Peter Newman, CFA®
Dec 30, 20213 min read
What Return Should I Expect From Investments?
The most important question for investors is: What is the long-term average annual return of stocks, real estate, and bonds?
Peter Newman, CFA®
Dec 23, 20215 min read
Withdrawal Rate for Your Retirement Paycheck
As part of Peak Wealth’s financial education mission, we’d like you to gain an understanding of withdrawal rates on your retirement savings.
Peter Newman, CFA®
Dec 16, 20213 min read
Chart your Investments for Retirement
Use Cash Bucket Strategy as part of your portfolio to reduce the risk of stock market downturn derailing your retirement.
Peter Newman, CFA®
Dec 9, 20212 min read
Stay the Course by Embracing Sequence Risk
Many individuals panic and sell their stock portfolio when markets are down because they don’t fully understand the sequence of returns.
Peter Newman, CFA®
Dec 2, 20213 min read
What’s Your Risk Tolerance
All investments carry some level of risk. And in general, the greater the risk an investment carries, the higher its potential return.
Peter Newman, CFA®
Oct 28, 20214 min read
Is Your Family Really Protected?
Life insurance is meant to protect your family’s financial security when you die. But having just any life insurance policy doesn’t cut it.
Peter Newman, CFA®
Oct 21, 20214 min read
Will Inflation Erode Your Future?
Inflation is when the buying power of an individual dollar decreases as the price of everything has increased.
Peter Newman, CFA®
Oct 7, 20214 min read
Avoid the 50% Tax Penalty on Your IRA Withdrawal
All too often, owners of traditional IRA plans make a costly mistake.
Peter Newman, CFA®
Sep 30, 20216 min read
Steps to Close Out an Estate After a Loved One Dies
In recognition of this reality, Peak Wealth Planning has assembled a checklist that you may find useful at such a time. Download it here.
Peter Newman, CFA®
Sep 16, 20213 min read
Pros and Cons of a Living Trust
A living trust is a popular consideration in many estate strategy conversations, but its suitability depends on your individual objectives.
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