Here’s what SilverPeak Wealth is following

Year-End Planning

Key updates regarding tax-law changes and dates.

Kirsten Roeber, CFP®

Year-End Stock Rally?

October can be a dangerous month for stocks, but half-way through the month stocks have barely flinched.

Hank Nicholson, CFP®

Latest Posts
Denham attends Schwab Solutions conference

Solutions 2019 THE FUTURE IS DIGITAL Denham recently attended a Charles Schwab Conference in Phoenix, Arizona. The conference was created for operation managers and administrative professionals from firms like SilverPeak Wealth. Denham learned quite a lot.  The first thing she learned was that Arizona heat is very different...

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The High Cost of Investing Like a Daredevil

New York Times reporter Jeff Sommer. Live in the moment: If you’re skiing, surfing or scuba diving, that’s the way to go. But if you’re investing, that approach can lead to disaster. The numbers show that most people who are lucky enough to have money to invest...

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