by Billy Peterson | May 31, 2019 | blog, Investment Strategy
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep...
by Billy Peterson | Mar 1, 2019 | blog, Investment Strategy
https://www.petersonws.com/wp-content/uploads/2019/03/Managing-Expectations-02-27-2019.mp4 Any opinions are those of the author and not necessarily those of RJFS or Raymond James. The information has been obtained from sources considered to be reliable, but we...
by Shaun Peterson | Sep 4, 2018 | Investment Strategy
Growing up on my family’s mink ranch taught me a few important life lessons: work hard, be honest, follow-through on your promises, and no job is complete until it’s done right. I apply these same lessons to my career today. I’m very fortunate to work at a practice...
by Billy Peterson | May 18, 2018 | Investment Strategy
2018 Q2 CATEGORY TACTICAL WEIGHTINGS (6-12 months) EQUITY U.S. Large Cap Equity Rating: Neutral We believe Large Cap Equities are fairly valued. Our preference is growth over value. We believe a slight overweight allocation is appropriate given current economic...
by Billy Peterson | Mar 20, 2018 | Investment Strategy
It’s sad but true that most good intentions are never seen to completion. Why do some people stick to their “knitting” while others put down the yarn and move on to something else? Often the difference rests with having an accountability partner. As the saying goes,...
by Billy Peterson | Feb 27, 2018 | Investment Strategy
Forbes announced their annual list of Best In State Wealth Advisors and Billy Peterson was number nine in the state of Utah! “This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated...
