Here’s what SilverPeak Wealth is following

2021 Year-End Planning Checklist

Get ready for year-end with planning tips, deadlines, and other useful information.

Kirsten Roeber, CFP

For the Long Haul

Stock market volatility is on the rise. Having a solid long-term strategy can help.

Hank Nicholson, CFP®

ESG Investing is Here to Stay

Doing well while doing good? Yes, this approach is gaining popularity.

Liz Jacques, CFP®

Latest Posts
Schwab Impact Conference in Denver

I had the pleasure of running into an old friend at the Schwab Impact conference in Denver yesterday. Impact is an annual conference for independent advisors who work with Schwab. Andy and I started in the business together more than 20 years ago. We were 20-something...

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Bull Market Intact, but Correction Overdue

Hank Nicholson, CFP® Hank@silverpeakwealth.com Stocks are enjoying an extended period of rising prices and low volatility. While it is true that stocks might now be slightly overvalued, and that low volatility has led to investor complacency, it is also true that the global economy now finds...

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Rebalance to boost returns … AND… lower risk

Investors are constantly told to rebalance their portfolios. But many don't, and one reason is that they aren't sure when to do it. Financial advisers have long recommended that investors reset their holdings periodically, cashing in some of their gains from their best-performing investments and...

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