Tax Loss Harvesting

Tax Loss Harvesting

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor: For our latest Peterson Wealth Point of View, Billy takes a few minutes to discuss tax loss harvesting. He maps out an example and explains how it works and what the benefit...
Next Generation Investing

Next Generation Investing

Billy announces that Shaun was recently listed as #1 in Utah on the Forbes Next Generation Wealth Advisor list. Shaun and Cade take this opportunity to discuss next generation investing and how important it can be to a young adults...