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 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 | Aug 8, 2018 | Investment Strategy |
Since our last update on May 1st, all three major domestic equity indices bounced back from near double digit declines to produce positive returns, most notably the NASDAQ as investors flocked to the tech heavy index to buy shares of companies such as Facebook,... 
by Billy Peterson | Aug 2, 2018 | Investment Strategy |
As we stretch into summer and the temperatures begin to rise, we have seen that markets have gotten hotter. PWS July Newsletter... 
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 | May 3, 2018 | Investment Strategy |
Market movement since late January has been a lot like a toy boat in a pond- bouncing around without any direction or purpose. As of May 1st, The Dow Jones Industrial Average is lower by a mere 3.4% for the year, the S&P 500 is down 1.6% YTD but the technology...