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Regent Peak Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with crea

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and may be removed from the page. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment advice. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this page is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto. Investment advisory services are offered through Regent Peak Wealth Advisors, which is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

06/02/2026

Inflation came in hotter than expected in April, but the bigger story may be what’s driving it, and what it means for investors long-term.

While geopolitical tensions and rising energy prices are contributing to current inflation concerns, history shows those shocks are often temporary. The larger issue is that inflation has steadily risen for decades as deficits grow and money supply continues expanding.

For investors, preserving purchasing power may require staying invested through periods of volatility rather than sitting on the sidelines.

In this video, Craig Robson, CFP®, CIMA®, CDFA® breaks down the recent CPI numbers, inflation trends, and what today’s environment could mean for long-term investment strategy.

Happy Birthday to our Chief Operating Officer Emily Raymond, SHRM-CP®! 🎂Thank you for keeping us moving forward while co...
05/26/2026

Happy Birthday to our Chief Operating Officer Emily Raymond, SHRM-CP®! 🎂

Thank you for keeping us moving forward while continuing to build a strong, collaborative culture along the way. Cheers to another year of success, growth, and celebration - both personally and professionally!

For those that made the ultimate sacrifice, we honor and remember you.
05/25/2026

For those that made the ultimate sacrifice, we honor and remember you.

05/18/2026

Markets often see through uncertainty before we do.

While headlines remain negative, several economic indicators are showing signs of strength:
• Manufacturing acceleration
• Stronger hiring estimates
• Heavy truck orders at their highest levels since 2021

The lesson? Markets are constantly pricing in what could happen next, not just what’s happening today.

A few thoughts on why recent market highs may not be as surprising as they seem.

05/12/2026

The headlines feel heavy right now. War, uncertainty, market volatility, political noise.

Yet the markets continue pushing to new highs. Why?

Because markets are forward-looking. They react to data and long-term expectations, not emotion, social media, or cable news headlines.

One of the biggest mistakes investors can make is allowing fear and personal bias to drive financial decisions.

Here’s a quick perspective on what we’re seeing right now.

Wishing a Happy Mother’s Day to the women who do it all – leading, nurturing, supporting, and inspiring every single day...
05/08/2026

Wishing a Happy Mother’s Day to the women who do it all – leading, nurturing, supporting, and inspiring every single day. Your strength and dedication do not go unnoticed. Today, we celebrate you. ✨

Wow! Seven Years! 👏🏻 What started as a vision has grown into something far greater – built on trust, dedication, and a s...
05/04/2026

Wow! Seven Years! 👏🏻
 
What started as a vision has grown into something far greater – built on trust, dedication, and a shared commitment to doing things the right way. Today, we celebrate not just our anniversary, but the people who made it possible: our clients, our team, and our partners.
 
Every milestone we’ve reached is a reflection of the relationships we’ve built and the standards we’ve refused to compromise. The bar has always been high – and that’s exactly where we intend to keep it.
 
Thank you for being a part of our journey. Here’s to the next chapter of growth, impact, and continued excellence.
 
Milestone

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of acc...
05/01/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll. ⚖️🧠During Mental Health Awareness Month, it’s a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control. 🗣️And remember: if you’re struggling with mental health, reaching out to a trusted professional or support resource can make a difference.

This Earth Day, why not go green and save green? 🌱💰Switching to paperless statements and tax forms is an easy, convenien...
04/22/2026

This Earth Day, why not go green and save green? 🌱💰
Switching to paperless statements and tax forms is an easy, convenient way to reduce waste, lower energy use, and support long-term savings. A small change for you can create a ripple effect far beyond.

04/14/2026

Political noise can make markets feel unpredictable. But history tells a different story. Craig Robson, CFP®, CIMA®, CDFA® shares what the data shows about equity performance in mid-term political years, and why long-term investors have reason to stay the course.

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30339

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