Retirement Framework

Retirement Framework

Peterson Wealth Services’ Point of View:  Shaun Peterson – CDFA®, Financial Advisor. Shaun maps out our retirement framework on the white board. This is a process we go through for every client who chooses to pursue our advanced planning...
Market Valuations and Correction Concerns

Market Valuations and Correction Concerns

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor – Billy goes solo with this video. He discusses stretched market valuations and potential causes for a correction. Visuals provided are from our friends at J.P....
Forgotten 401(k) Plans

Forgotten 401(k) Plans

Peterson Wealth Services Point of View: Forgotten 401(k) Plans – Shaun Peterson – CDFA®, Financial Advisor Shaun provides a few quick tips on what to do with old 401(k) plans and what to avoid...
Crypto, Inflation, and Market Euphoria

Crypto, Inflation, and Market Euphoria

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor.  Billy and Shaun provide some commentary on cryptocurrencies and where we stand with...