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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

Election Outlook

Election Outlook

Peterson Wealth Services’ Point of View: Election Outlook Please enjoy a quick video with Billy and Shaun Peterson discussing the upcoming 2020 election. Any opinions are those of the speakers and not necessarily those of Raymond James. Expressions of opinion are as...

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Staying in The Boat!

Staying in The Boat!

By Billy Peterson and Cade Peterson   There’s no denying we are living in a crazy world. With so much uncertainty and stress going around, many people are starting to realize and deal with unintended side effects of the policies mandated in response to the virus...

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Market Update and Sector Performance

Market Update and Sector Performance

Peterson Wealth Services’ Point of View: Market Update and Sector Performance Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Shaun Peterson – CDFA®, Financial Advisor, RJFS. Billy and Shaun discuss the current market position, sector performance, and future...

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Meet Billy

Meet Billy

Peterson Wealth Services’ Point of View:  Meet Billy   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Shaun Peterson – CDFA®, Financial Advisor, RJFS   Shaun interviews Billy and asks him a few questions about his professional and personal...

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Reflections

Reflections

Peterson Wealth Services' Point of View: Reflections In light of recent events, we wanted to share this video with you. Billy and Shaun discuss the current market position and reflect on what was happening just a few short months ago.

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Meet Molly

Meet Molly

Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Molly Hardy - Administrative Assistant Billy asks Molly a few questions about her personal life and her role here at Peterson Wealth Services.

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Meet Cade

Meet Cade

Peterson Wealth Services’ Point of View: Meet Cade   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Cade Peterson – Branch Associate, RJFS   Billy asks a few questions about Cade's role here at Peterson Wealth Services and what he plans to do in the...

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Meet Shaun

Meet Shaun

Peterson Wealth Services’ Point of View:  Meet Shaun   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Shaun Peterson – CDFA®, Financial Advisor, RJFS   Billy interviews Shaun about his personal life and his role at Peterson Wealth...

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Meet Maggie

Meet Maggie

Peterson Wealth Services’ Point of View:  Meet Maggie   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Maggie Pigg –Branch Administrator, RJFS   Billy interviews Maggie, our Branch Administrator. Originally from Virginia, Maggie has been with Peterson...

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Patience and Perseverance

Patience and Perseverance

Peterson Wealth Services’ Point of View: Patience and Perseverance   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...

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Scary Headlines

Scary Headlines

Peterson Wealth Services' Point of View: Scary Headlines   Any opinions are those of the individuals shown and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that...

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A Light Tower Through the Fog

A Light Tower Through the Fog

Market Strategy April 8, 2020 Current Overall Investment Advice: The equity markets have risen substantially from the lows set just two weeks ago. The sharp rebound took most by surprise and even long-tenured market strategists are scratching their heads. We at...

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