Managing Expectations

Managing Expectations

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 do...
Priorities and Goals 2018

Priorities and Goals 2018

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....
Category Tactical Weightings

Category Tactical Weightings

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...