By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2023 Highlights The S&P 500 ended September down 3.3%, reinforcing September’s reputation as the worst month of the year f...
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Geri Tomich, Esq., discusses Nevada Asset Protection Trust. Nevada is one of the few states, that has a statute that allows the creation of a self-settled spendthrift trust to protect one's assets from c...
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By Amber Gunn, CTFA and Mariam Hall As the name suggests, a life insurance trust is a trust designed to own life insurance. This type of trust will most often be irrevocable. An irrevocable life insurance trust...
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Anchorage, AK, October 16, 2023 – Last Friday, Peak Trust Company (“Peak Trust”) joined the College of Business and Public Policy (CBPP) at the University of Alaska Anchorage to open the doors to the Firs...
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We sat down with David Reynolds, CFP®, CLU and Chief Marketing Officer from Spearhead Administrative Services and Brian Sak CFP®, CLU®, ChFC® and Managing Partner at Granite Harbor Advisors to discuss how ...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2023 Highlights The first half of 2023 has been anything but ordinary. On the surface, U.S. stocks continued to push higher during...
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We are excited to announce that our Anchorage office has relocated! This move is the direct result of Peak Trust Company’s growth through our dedication to staying true to our core values and maintaining our ...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2023 Highlights Both U.S. and international equity markets rallied in the last few days of March to end the month (and the quarter) w...
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A Nevada Incomplete Gift Non-Grantor Trust (NING) is an irrevocable trust designed to limit state income tax liability, preserve wealth, and protect trust assets using Nevada’s laws. Clients who are high-inco...
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