Thurston Springer to Acquire $1.B AUA PEAK Reps

Published on October 14, 2024

PEAK, which has 120 advisors and about $1.2 billion in assets under advisement, will operate as a separate subsidiary of Thurston Springer.

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Navigating the $84 Trillion Wealth Transfer: Shaping the Future of Financial Planning

October 14, 2024
The looming wealth transfer from Baby Boomers and the Silent Generation to younger generations is set to reshape the financial landscape in unprecedented ways. Estimated at $84 trillion, this transition is a huge financial event.

Analyzing Agency REITs

October 14, 2024
Agency REITs are not for buy-and-hold investors. They tend to perform well in specific economic and interest rate environments and poorly in others. I believe the current bullish steepening shift in the yield curve could offer investors opportunities with the agency REIT sector.