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....

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

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....

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor: Billy records a longer video to make some sense of what is happening with the market and what this means moving forward. https://www.youtube.com/watch?v=VTopCgA5iUE

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

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...

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

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...

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

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....

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....

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....