Tax Strategies

portfolio strategy for the long haul

Recent stock market volatility may be with us for a while as we head into October─a historically dangerous month for stocks. Positioning portfolios to weather the inevitable storms is the key to success. Investing in the stock market can lead to losses, or so the widely-used...

Read More
Year-End Financial Planning & Deadlines

December 1st is a great time to review important year-end deadlines and strategies that may benefit you. We have tried to limit the list to the items that may be of interest to most people. We recommend discussing specific strategies with us and consulting your...

Read More

Sign Up for the SilverPeak Wealth Newsletter!

» Market analysis and commentary from Hank Nicholson, CFP
» Actionable updates on important issues
» Actually receive valuable information in your inbox

SilverPeak Wealth values your privacy & adheres to a strict NO SPAM policy. Your information will never be sold, shared or used for any purpose other than SilverPeak Wealth.

SUBSCRIBE HERE