by Billy Peterson | Aug 9, 2022 | blog
Billy announces that Shaun was recently listed as #1 in Utah on the Forbes Next Generation Wealth Advisor list. Shaun and Cade take this opportunity to discuss next generation investing and how important it can be to a young adults...
by Billy Peterson | Jul 20, 2022 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor: Billy records a longer video to make some sense of what is happening with the market and what this means moving...
by Billy Peterson | Jul 1, 2022 | blog
Shaun Peterson – CPWA®, CDFA®, Financial Advisor – Shaun takes a few minutes to discuss short-term volatility and the opportunity it creates for investors in the long...
by Billy Peterson | Jun 17, 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 current market conditions, government policy, portfolio adjustments, and when we might expect a...
by Billy Peterson | May 26, 2022 | blog
Billy sits down with our newest employee, Emily, to introduce her to clients as our relationship manager. She has been with us for a couple of months...
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...
