Wealth Services Blog
Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge
Year-End Planning & Outlook
https://youtu.be/hYe6XGXWuDI The information contained in this video does not purport to be a complete description of the securities, markets or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we...
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Livastride Bootcamp 2018
Giving back has always been important to me and that’s why I’ve always been proud to be a part of the Livastride Foundation. Billy started Livastride about 11 years ago in the memory of his late brother, Brody. Livastride has provided scholarships, helped families...
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November 2018 Market Volatility
The information contained in this video does not purport to be a complete description of the securities, markets, or developments...
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Earnings Continue to Support Equity Prices
The information contained in this video does not purport to be a complete description of the...
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The Results Are In: It’s a Mixed Signal Election
The House of Representatives has flipped to Democratic control and Republicans added to their Senate majority, in line with our base case predications. While this was an expected outcome, the results expose the political divide that exists in American politics, which...
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October 2018 Market Volatility Commentary
Watch as Billy Peterson analyzes charts and discusses how long-term investors can weather market declines. Learn how markets can be volatile in a midterm election year, which is what we are in now. He reminds us to stay true to the philosophy of owning different asset...
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Priorities and Goals 2018
We are in the final stretch of 2018 and wow, how the time has flown by! With the final months of the year ahead of us I thought I would take the time to talk about setting and prioritizing goals. Typically, people are setting their goals around the first of the year....
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Investment Planning for Ranchers and Farmers
Growing up on my family’s mink ranch taught me a few important life lessons: work hard, be honest, follow-through on your promises, and no job is complete until it’s done right. I apply these same lessons to my career today. I’m very fortunate to work at a practice...
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2018 2nd Quarter Market Review and Outlook
Since our last update on May 1st, all three major domestic equity indices bounced back from near double digit declines to produce positive returns, most notably the NASDAQ as investors flocked to the tech heavy index to buy shares of companies such as Facebook,...
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July 2018 Newsletter
As we stretch into summer and the temperatures begin to rise, we have seen that markets have gotten hotter.
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Category Tactical Weightings
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...
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Recent market volatility combined with our 3 year outlook prompts portfolio allocation changes
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 heavy...
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