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....

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....

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun discuss the current administrations proposed budget reconciliation package and what it means for investors....

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....

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun discuss major world events and how they could potentially affect the stock market. The chart provided is prediction by...

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....

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

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....

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....

Peterson Wealth Services' Point of View: Tax Documents and Contribution Deadlines Shaun and Cade give a quick update on tax documents and when the deadline is to contribute to your IRA. https://www.youtube.com/watch?v=yH2GsQyxWbE

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

This is a short clip about a Donor Advised Fund that we utilize. By using a Donor Advised Fund you can get a tax deduction today for your charitable giving plans both now and for future donations. The nice thing about this fund is you can choose any charitable...