by Billy Peterson | May 18, 2018 | Investment Strategy |
2018 Q2 CATEGORY TACTICAL WEIGHTINGS (6-12 months) EQUITY U.S. Large Cap Equity Rating: Neutral We believe Large Cap Equities are fairly valued. Our preference is growth over value. We believe a slight overweight allocation is appropriate given current economic... 
by Billy Peterson | May 3, 2018 | Investment Strategy |
Market movement since late January has been a lot like a toy boat in a pond- bouncing around without any direction or purpose. As of May 1st, The Dow Jones Industrial Average is lower by a mere 3.4% for the year, the S&P 500 is down 1.6% YTD but the technology... 
by Billy Peterson | Mar 20, 2018 | Investment Strategy |
It’s sad but true that most good intentions are never seen to completion. Why do some people stick to their “knitting” while others put down the yarn and move on to something else? Often the difference rests with having an accountability partner. As the saying goes,... 
by Billy Peterson | Feb 27, 2018 | Investment Strategy |
Forbes announced their annual list of Best In State Wealth Advisors and Billy Peterson was number nine in the state of Utah! “This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated... 
by Billy Peterson | Feb 8, 2018 | Investment Strategy |
What’s With the Market? Market volatility has recently came back to life after spending a little over a year in hibernation. Equity markets were very rewarding for investors in 2017 and these rewards came about without so much as a 5% pullback. It seemed that stocks...