Wealth Services Blog
Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge
Fox 13 The Place: What are the keys to becoming a successful investor?
What are the keys to becoming a successful investor? Want to know the keys to becoming a successful inventor? Billy Peterson, President of Peterson Wealth Services, Inc. and author of 'Harnessing Your Wealth: The Pursuit of Millionaire Status' joined us on The PLACE...
The Season of Giving
I really enjoy the Christmas season! Everything is so festive and there just seems to be a feeling in the air. Lights start popping up in neighborhoods, Santa makes appearances at local malls, and little boys and girls are on their absolute best behavior in the hopes...
Importance of Starting to Invest Sooner Rather Than Later
We recently had the opportunity to present to over 300 local high school students at the Livastride Foundation’s 10th Annual Financial Literacy Bootcamp. The bootcamp is one of my favorite events that Peterson Wealth Services sponsors each year; I believe this is one...
Billy Peterson’s book launch
Billy Peterson makes his debut as an author in the new book Harnessing Your Wealth: The Pursuit of Millionaire Status.
Peterson Wealth Services is Celebrating 10 Years!
Little did I know that when I opened my first investment account at the age of 14, I would be planting a seed for a career in the financial services industry. During my years as a professional jockey, while other riders were playing cards or shooting pool in the jocks...
10th Annual Financial Literacy Bootcamp Recap
The Livastride Foundation hosted the 10th Annual Financial Literacy Bootcamp on October 8, 2019 at the Weber State University Ogden campus for over 300 local high school students. Key sponsors for the event included Peterson Wealth Services and America First Credit...
Keeping the Balance
Many of you are aware that I became a dad to two beautiful twin girls in September of 2017. The moment Quinn and Sloane were born and I held them in my hands they became the light of my life. People always told me, but I never really understood, that having kids will...
Tariff Talk 1
Any opinions are those of the speaker and not necessarily those of RJFS or Raymond James. The information contained in this report...
Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep...
Chairman’s Council & Branch Professional Awards
I am pleased to announce that at the beginning of May 2019, Billy Peterson and Maggie Pigg earned awards at the Raymond James Financial Services National Conference in Las Vegas. Billy received Chairman's Council recognition*, which is given to the top 85 financial...
Managing Expectations
Any opinions are those of the author and not necessarily those of RJFS or Raymond James. The information has been obtained...
Forbes Best-In-State Wealth Advisors – 2019
Our office received good news recently that I thought you would like to hear about. Billy Peterson has been named in the 2019 edition of the Forbes list of Best-In-State Wealth Advisors and is number 13 in the state of Utah! The list recognizes top financial advisors...
FINANCIAL PLANNING FOR TOMORROW
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South Ogden, UT 84405
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