Episodes

3 days ago
3 days ago
Nick Hopwood, Certified Financial Planner and founder of peak wealth management. He leads the team of CFP's at Peak where they manage 400m in assets under management
Go to peakwm.com/gruber to learn more or request your free roth conversion analysis.
We just finished the halfway point of the year - where do we stand year to date among different asset classes?
New all time highs for markets
Version: 20241125
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