Peak Financial Planning Blog

May 16, 2024

Silicon Valley Bank was "exceptionally poorly run."

You've likely heard about the catastrophe that is the Silicon Valley Bank debacle. If you haven't, it's important that you pause for a few moments to learn about it.

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May 16, 2024

Peak Financial Planning March 2023 Client Update

I didn't think it would be possible, but it appears that 2023 might be off to as tumultuous a start as 2022. In this March update, I share what's new at Peak Financial Planning, thoughts about the

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May 16, 2024

Financial Advisor Compensation Structure: Fee Based vs. Fee Only

Fee based advisors may receive both fee and commission compensation. Fee only advisors only receive fees from YOU, the client.

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May 16, 2024

Finding a Financial Advisor

71% of Americans say they could use more help with their household financial plan, only 29% of Americans work with a financial advisor or financial planner.

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May 16, 2024

5 Things To Consider Before Investing

Prior to online brokerage accounts and easy access to investment markets, there was a little more upfront homework and education that was required in order to invest. In my opinion requiring more up

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May 16, 2024

Weekly Roundup 10-7-22

Weekly Financial Planning Resources Roundup

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