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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 279: The Halftime Breakdown: Key Lessons from 2025 So Far
Description: Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management announce that the firm now oversees $400 million in assets under management, marking a significant milestone in their continued growth.
In their July halftime report episode, they reflect on overall market performance through the first half of 2025 and share insights on what investors might expect in the months ahead. They discuss broader economic themes and emphasize the importance of staying diversified, remaining adaptable, and keeping a long-term perspective as the financial landscape continues to shift.
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Peak Wealth Management is a financial planning and weal...