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 PWS.
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...
The Cost of the Pandemic

The Cost of the Pandemic

Peterson Wealth Services’ Point of View The Cost of the Pandemic: Where We’ve Been and What to Expect Now Listen to Billy and Shaun Peterson as they discuss the struggles we face as a nation and which areas of the economy are poised to benefit the most as we...
Market Sentiment

Market Sentiment

Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun discuss the markets and why sticking to your long-term plan is wise in times of uncertainty.
Election Outlook

Election Outlook

Peterson Wealth Services’ Point of View: Election Outlook Please enjoy a quick video with Billy and Shaun Peterson discussing the upcoming 2020 election. Any opinions are those of the speakers and not necessarily those of Raymond James. Expressions of opinion are as...