Bulls, Bears and Bad Policies Oh My!

Bulls, Bears and Bad Policies Oh My!

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor.  Billy and Shaun discuss the current market conditions, government policy, portfolio adjustments, and when we might expect a...
Meet Emily

Meet Emily

Billy sits down with our newest employee, Emily, to introduce her to clients as our relationship manager. She has been with us for a couple of months...
Market Outlook – Where are the danger zones?

Market Outlook – Where are the danger zones?

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Billy and Shaun take some time today to discuss the current state of the market and where the recent volatility might be coming...
Why was 2021 so taxing?

Why was 2021 so taxing?

Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Shaun discusses capital gain treatment, why you might have had a higher tax bill in 2021, and how taxes impact our investment...