by Billy Peterson | Oct 27, 2022 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor: For our latest Peterson Wealth Point of View, Billy takes a few minutes to discuss tax loss harvesting. He maps out an example and explains how it works and what the benefit...
by Billy Peterson | Sep 27, 2022 | blog
When will the market find a bottom? How bad are things going to get for investors? What can we do about it? Tune in to our latest video for the answers to these questions and...
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...
