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...
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...
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...
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...
Donor Advised Fund

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...