by Billy Peterson | Sep 21, 2021 | blog
Peterson Wealth Services’ Point of View: Shaun Peterson – CDFA®, Financial Advisor. Shaun maps out our retirement framework on the white board. This is a process we go through for every client who chooses to pursue our advanced planning...
by Billy Peterson | Sep 1, 2021 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun discuss major world events and how they could potentially affect the stock market. The chart provided is...
by Billy Peterson | Aug 4, 2021 | blog
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....
by Billy Peterson | Jun 29, 2021 | blog
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...
by Billy Peterson | Apr 29, 2021 | blog
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...
by Billy Peterson | Mar 30, 2021 | blog
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...
