Wealth Services Blog
Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge
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....
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
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....
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....
Tax Documents and Contribution Deadlines
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
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.
Donor Advised Fund
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...
The Cost of the Pandemic
Peterson Wealth Services’ Point of View The Cost of the Pandemic: Where We've Been and What to Expect Now Listen to Billy and Shaun Peterson as they discuss the struggles we face as a nation and which areas of the economy are poised to benefit the most as we move into...
Media Replay Webinar Recording
Billy and Shaun, alongside Matt Montague of Hartford Funds, talk over a presentation of current world affairs and potential scenarios with the markets....
Market Sentiment
Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun discuss the markets and why sticking to your long-term plan is wise in times of uncertainty.
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...
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...
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
Office Hours
M - Th, 8:00am - 4:00pm
F, 8:00am - 2:30pm