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We understand the importance of good timely information, and our clients deserve to stay informed with tools to learn more about their financial health. The 3 Peaks Financial Blog was created with this in mind, and we hope to always deliver on that vision using our experience and expertise.

Thursday, February 16, 2023

Instead of having to read the 400+ pages of the bill, we want to give you a quick and condensed version of the major provisions that may affect your retirement.

Thursday, November 10, 2022

As we get closer to the end of 2023, the annual changes involving Social Security, tax, and contribution limits are upon us. Instead of spending all of the time to look up those changes, we thought we would just give you the highlights.

Monday, August 8, 2022

The results are in…The U.S. economy is officially in recession, but what does that really mean? The “R” word can be really scary for a lot of us because we think back to our most recent recession in 2008. Let’s discuss what recession means.

Friday, July 1, 2022

There are a lot of moving parts in the market right now that potential homebuyers should consider before purchasing one of your biggest investments. We review those factors and their potential impact in this month's blog post.

Wednesday, May 11, 2022

The market may be dropping, but the sky is not falling. Here are some things to consider when stocks are down.

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Monday, November 8, 2021

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the potential return associated with your retirement portfolio -- can help you...

Tuesday, October 12, 2021

Tips to help you identify common phishing scams and take steps to avoid trouble If you spend any time online, you've probably been the target of a phishing attack.

Thursday, April 23, 2020

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes.

Monday, April 13, 2020

Hello again, I didn’t intend to send weekly email messages but given the circumstances, I felt you would appreciate it, and it would allow me to share a couple of additional and timely thoughts.

Friday, March 20, 2020

Hello again, During these stressful times of continued market volatility, I want to make sure we are in frequent contact so we can provide you with helpful information and perspectives on your investments.

Thursday, March 19, 2020

On October 16, 2008 in an editorial for The New York Times, Warren Buffett, considered by many to be one of the greatest investors of his generation, repeated one of his favorite maxims: Be fearful when others are greedy and greedy...

Sunday, March 1, 2020

Before making any investment decision, one of the key elements you face is working out the real rate of return on your investment. Compound interest is critical to investment growth.

Friday, February 28, 2020

Dear Valued Investor:“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a...

Saturday, February 15, 2020

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common...

Saturday, February 1, 2020

One of the best ways to protect against the financial consequences of a primary wage earner’s premature death is life insurance. However, choosing from the many types of life insurance policies that are available can be a...

Wednesday, October 23, 2019

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what...

Thursday, January 17, 2019

By taking steps in advance, YOU have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you...