by Shaun Peterson | Sep 6, 2018 | Family, Investment Strategy
We are in the final stretch of 2018 and wow, how the time has flown by! With the final months of the year ahead of us I thought I would take the time to talk about setting and prioritizing goals. Typically, people are setting their goals around the first of the year.... 
by Billy Peterson | Jun 8, 2017 | Family, Investment Strategy
College is a huge financial undertaking. With costs increasing every year and the prospect of too much student debt at the forefront of many families’ minds, it’s more important than ever to be an educated college consumer. Go into the planning process... 
by Billy Peterson | May 6, 2016 | Family, Weekly Commentary
Women and Investing By: Billy Peterson CFP, CDFA President May means flowers, green grass, birds, spring cleaning and it means mothers. In this country we are making headway in acknowledging equal treatment for women, fully realizing that not many of us would... 
by Billy Peterson | Apr 15, 2016 | Family
Family Love Letters Convey your values, beliefs, wisdom to those who survive you. Life can only be understood backward; but it must be lived forward. –Danish philosopher Søren Kierkegaard. While it’s certainly wise to spell out clearly what you want to happen to your...