Protecting Your Cash and Investments in a Banking Crisis
Understand FDIC insurance and Treasury-only money market or bond fund options to help safeguard investments when a banking crisis threatens.
top of page
Search
Peter Newman, CFA®
- Oct 6, 2022
- 3 min
Don’t Run Out of Money in Retirement
Those who are retiring unaware of these factors may risk outliving their money.
Peter Newman, CFA®
- Aug 25, 2022
- 3 min
Use a Cash Bucket to Avoid Delaying Retirement
One strategy to reduce the risk of a stock market meltdown derailing your retirement is to use a Cash Bucket Strategy for your portfolio.
Peter Newman, CFA®
- Aug 11, 2022
- 3 min
How to Retire Early
If you want to retire early, make sure your finances can support you and your household for the next several decades.
Peter Newman, CFA®
- Aug 4, 2022
- 2 min
4 Tips for the Second Half of 2024
Are you comfortable with your progress towards future goals? Does the current economic condition have you rethinking your strategies?
Peter Newman, CFA®
- Jul 21, 2022
- 6 min
Hacking the new SURS Retirement Savings Plan (RSP)
SURS members will be impacted by the changes to the SURS Retirement Savings Plan. Learn the pros/cons of the SURS Secure Income Portfolio.
Nathan Gale, CFP®
- Jun 9, 2022
- 4 min
Combat Inflation with I Bonds
I bonds are a good investment vehicle for wealth building portfolios. They’re guaranteed and have tax-deferred, inflation-adjusted interest.
Peter Newman, CFA®
- Feb 24, 2022
- 3 min
Lighten the Burden of Financial Decisions
Even though he could come up with a good decision after hundreds of hours of research, he would rather outsource that work to an expert.
Peter Newman, CFA®
- Dec 30, 2021
- 3 min
What Return Should I Expect From Investments?
The most important question for investors is: What is the long-term average annual return of stocks, real estate, and bonds?
Peter Newman, CFA®
- Dec 23, 2021
- 5 min
Withdrawal Rate for Your Retirement Paycheck
As part of Peak Wealth’s financial education mission, we’d like you to gain an understanding of withdrawal rates on your retirement savings.
Peter Newman, CFA®
- Dec 16, 2021
- 3 min
Chart your Investments for Retirement
Use Cash Bucket Strategy as part of your portfolio to reduce the risk of stock market downturn derailing your retirement.
Peter Newman, CFA®
- Dec 9, 2021
- 2 min
Stay the Course by Embracing Sequence Risk
Many individuals panic and sell their stock portfolio when markets are down because they don’t fully understand the sequence of returns.
Peter Newman, CFA®
- Dec 2, 2021
- 3 min
What’s Your Risk Tolerance
All investments carry some level of risk. And in general, the greater the risk an investment carries, the higher its potential return.
Peter Newman, CFA®
- Mar 25, 2021
- 4 min
Savvy 60’s: Prepare for Your Go Go Years in Retirement
If you are in your 60’s and planning to retire or change jobs, here are six tips to prepare for your Go-Go Years.
Peter Newman, CFA®
- Mar 18, 2021
- 4 min
Fabulous 50s: Preparing for Retirement Success
If you missed out on becoming a multi-millionaire overnight with GameStop, chances are you may still need some investment advice.
bottom of page