In the News

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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 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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Market Valuations and Correction Concerns

Market Valuations and Correction Concerns

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor - Billy goes solo with this video. He discusses stretched market valuations and potential causes for a correction. Visuals provided are from our friends at J.P. Morgan....

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Forgotten 401(k) Plans

Forgotten 401(k) Plans

Peterson Wealth Services Point of View: Forgotten 401(k) Plans - Shaun Peterson – CDFA®, Financial Advisor Shaun provides a few quick tips on what to do with old 401(k) plans and what to avoid doing. https://www.youtube.com/watch?v=iPOJW1o80Ks

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Crypto, Inflation, and Market Euphoria

Crypto, Inflation, and Market Euphoria

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor.  Billy and Shaun provide some commentary on cryptocurrencies and where we stand with inflation....

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Stimulus Package and Market Update

Stimulus Package and Market Update

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun break down the $1.9 trillion stimulus package and provide a quick update on the market....

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Meet Jenna

Meet Jenna

Peterson Wealth Services’ Point of View: Meet Jenna Billy interviews our newest employee, Jenna, about her background and her role here at PWS.

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FINANCIAL PLANNING FOR TOMORROW

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Phone

Phone: 801-475-4002

Fax: 801-475-4015

Address

1523 East Skyline Drive – Suite C

South Ogden, UT 84405

 

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Office Hours

M - Th, 8:00am - 4:00pm

F, 8:00am - 2:30pm

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