In the News

In the ever-changing modern financial landscape, it can be hard to make the right choices. Let the team at Peterson Wealth Services help you manage your hard-earned money.

Wealth Services Blog

Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge

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 is....

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Elections, Recessions, and Recoveries

Elections, Recessions, and Recoveries

When will the market find a bottom? How bad are things going to get for investors? What can we do about it? Tune in to our latest video for the answers to these questions and more. https://www.youtube.com/watch?v=29RNsAGf-8g

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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 future....

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Looking past the short-term fireworks

Looking past the short-term fireworks

Shaun Peterson – CPWA®, CDFA®, Financial Advisor - Shaun takes a few minutes to discuss short-term volatility and the opportunity it creates for investors in the long run. https://www.youtube.com/watch?v=DVZ5RlFzc6o

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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...

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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 now. https://www.youtube.com/watch?v=DLHzjKIfDRk

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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...

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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 decisions. https://www.youtube.com/watch?v=4SMOR0cHzqs

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Is It Time to Head to The Bunkers?

Is It Time to Head to The Bunkers?

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Billy and Shaun discuss the inverted yield curve and our investment approach through times of uncertainty....

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Stock Splits – What You Need To Know

Stock Splits – What You Need To Know

Billy provides an illustration about the upcoming Amazon stock split and illustrates case studies on several high profile companies and he walks through the unbelievable wealth accumulation that these companies have provided to shareholders....

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Investors Shouldn’t Be “RUSSIAN” To The Exit

Investors Shouldn’t Be “RUSSIAN” To The Exit

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. With the latest PWS Point of View, Billy and Shaun provide their thoughts on Russia, Ukraine, and what it means for the market....

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