Market Outlook – Where are the danger zones?

by Billy Peterson | May 18, 2022 | blog | 0 comments

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...

Why was 2021 so taxing?

by Billy Peterson | Apr 27, 2022 | blog

Shaun Peterson – CPWA®, CDFA®, Financial Advisor. Shaun discusses capital gain treatment, why you might have had a higher tax bill in 2021, and how taxes impact our investment...

Is It Time to Head to The Bunkers?

by Billy Peterson | Apr 14, 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 inverted yield curve and our investment approach through times of...

Stock Splits – What You Need To Know

by Billy Peterson | Mar 16, 2022 | blog

Billy provides an illustration about the upcoming Amazon stock split and illustrates case studies on several high profile companies and he walks through the unbelievable wealth accumulation that these companies have provided to...

Investors Shouldn’t Be “RUSSIAN” To The Exit

by Billy Peterson | Mar 1, 2022 | blog

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CPWA®, CDFA®, Financial Advisor. With the latest PWS Point of View, Billy and Shaun provide their thoughts on Russia, Ukraine, and what it means for the...

Getting Comfortable Being Uncomfortable

by Billy Peterson | Feb 1, 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 recent market correction, inflation, cryptocurrencies, and long-term...