Major financial decisions are stressful. Having a partner with the knowledge, expertise, and experience can make all the difference. The trusted advisors at SilverPeak Wealth translate complicated financial concepts into plain English so that you can have the confidence that can only come through understanding.
SilverPeak Wealth takes the attitude that the more you know about what they’re doing, the more you will like it. With three CFPs on staff, SilverPeak Wealth could fill a dictionary with complicated financial strategies and industry jargon, but who benefits from that? You want to understand your money and investments in your own terms…and… this is what SilverPeak Wealth wants too!
As a client of SilverPeak Wealth, you get a stream of information and insights through email, blog posts, and quarterly reports. But more importantly, SilverPeak Wealth advisors are always available to take your call, or answer your email. SilverPeak Wealth believes responsiveness builds trust. And trust builds success.
SilverPeak Wealth uses many tools to keep you informed including:
Having your assets held in your name at a major third-party brokerage firm provides you with additional security, transparency, and service.
To deliver the best possible client solution at the lowest possible cost, SilverPeak Wealth uses Charles Schwab & Co. for the custody and trading of most client accounts. In addition to providing detailed monthly statements, online access, discounted trading costs, local offices, and strong customer service, Schwab is also one of the largest custodians in the country.
Economic Outlook Remains Murky The Fed tightened until something broke: Silicon Valley Bank. Now the Fed has to grapple with maintaining financial stability (and not let anything else break) as it tries to tame inflation. The outlook for the U.S. economy has become murky—again.......
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Is Schwab Okay? The recent banking crisis has hammered financial stocks, but few more than Schwab, which is down 35% in three weeks. In the wake of the Silicon Valley Bank (SVB) failure, Charles Schwab stock has suffered the fastest decline since 1987. While......
Read MoreWhat about Reading, Riting, Rithmetic and Return on Investment?!?! We believe that financial education is not just about money. It’s also about our sense of well-being, creating equal opportunities, even strengthening our relationships. So, though we work predominately with adults, we believe that it’s important to share with the next......
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As a kid I volunteered at the Boulder Food Share. There I learned that food is important. Food is very important. It saddened me to learn that food banks are struggling due to inflation. Food should be a right, not a privilege. National Public Radio......
Read More“Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees”
Warren E. Buffett Chairman and CEO, Berkshire Hathaway, Inc.
Minimizing costs is critical for every investor. This is because in investing, there is no reason to assume that you get more if you pay more. Instead, every dollar paid for management fees or trading commissions is really just one less dollar working for you. The key point is that—unlike the stock market—costs can be largely controlled.