Three Peaks Wealth Management

08/19/2026

While financial independence and retirement often get confused for the same thing, they're not—and understanding the differences can help you make retirement decisions.

07/08/2026

For all that’s good about our financial lives, there are distinctly American things that are decidedly suboptimal. Please, can the 1040 fit on a postcard?

07/02/2026

What happens when a stable career and a promising side business both start demanding your full attention?

06/22/2026

While most things you read today on data centers remains in some negative light - there are some real benefits if communities provide the opportunity. Great article.

The jump in sales tax receipts in the Louisiana parish provides a new talking point in the debate over the AI construction boom.

06/15/2026

SpaceX's valuation only makes sense if you accept a certain argument about the future, which is that the space economy is on the cusp of an order-of-magnitude expansion.

06/13/2026

Great article about this record offering. Call with any questions.

Shares in Elon Musk’s rocket company SpaceX soared 25% after opening for trading, an auspicious start for history's biggest initial public offering.

04/27/2026

As an employer, you may want to establish one or more retirement plans for yourself and/or your employees. Having a plan can provide significant benefits for both you and your employees (if any). There are many different types of retirement plans, however, and choosing the right one for your situati...

04/27/2026

When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you know what kind of benefits you can expect? These are all factors you will need to consider when you determine how much you'll...

04/27/2026

If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable compensation for the year of the contribution. Such an IRA is commonly referred to as a spousal IRA. A spousal IRA is not, however, a special...

04/27/2026

A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can contribute only after-tax dollars. But amounts cont...