Next Generation Investing

Next Generation Investing

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...
Bulls, Bears and Bad Policies Oh My!

Bulls, Bears and Bad Policies Oh My!

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...
Meet Emily

Meet Emily

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...
Market Outlook – Where are the danger zones?

Market Outlook – Where are the danger zones?

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...