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Wealth Services Blog

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

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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Getting Comfortable Being Uncomfortable

Getting Comfortable Being Uncomfortable

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Billy and Shaun discuss the recent market correction, inflation, cryptocurrencies, and long-term investing....

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Market Outlook for 2022 and Beyond

Market Outlook for 2022 and Beyond

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun sit down for a longer video to discuss their thoughts on the markets in 2022 and give a brief recap of 2021. This video...

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Market Volatility – Is it here to stay?

Market Volatility – Is it here to stay?

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor; Billy talks about the recent market volatility and what may be causing it. He also shares the actions we are taking in response to the volatility here at PWS....

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Thankful for 25 Years

Thankful for 25 Years

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Please enjoy some words of wisdom from Billy and Shaun in light of the Thanksgiving holiday....

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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 services....

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FINANCIAL PLANNING FOR TOMORROW

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