by Billy Peterson | May 18, 2022 | blog |
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Billy and Shaun take some time today to discuss the current state of the market and where the recent volatility might be coming...
by Billy Peterson | Apr 27, 2022 | blog
Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Shaun discusses capital gain treatment, why you might have had a higher tax bill in 2021, and how taxes impact our investment...
by Billy Peterson | Apr 14, 2022 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Billy and Shaun discuss the inverted yield curve and our investment approach through times of...
by Billy Peterson | Mar 16, 2022 | blog
Billy provides an illustration about the upcoming Amazon stock split and illustrates case studies on several high profile companies and he walks through the unbelievable wealth accumulation that these companies have provided to...
by Billy Peterson | Mar 1, 2022 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. With the latest PWS Point of View, Billy and Shaun provide their thoughts on Russia, Ukraine, and what it means for the...
by Billy Peterson | Feb 1, 2022 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Billy and Shaun discuss the recent market correction, inflation, cryptocurrencies, and long-term...