by Billy Peterson | Jan 30, 2018 | Investment Strategy
Should you consider a 529 Plan? Billy Peterson, President You’ve been saving money your whole life and have always set aside funds for purchases before you make them. Now it’s time to consider how to maximize those savings when it comes to planning a college...
by Billy Peterson | Nov 28, 2017 | Investment Strategy
Q: What are the biggest mistakes people are making when it comes to their finances? A: The two biggest mistakes people make are first off, they aren’t proactive. We have found that almost all investors wish they would have started sooner. In general, people are...
by Billy Peterson | Nov 16, 2017 | Investment Strategy
Market and Economic Snapshot Provided by Billy Peterson Stocks around the world are benefitting from solid economic growth and positive earnings reports. Inflation has yet to become a factor and is somewhat of a mystery to us. We expect equity markets to continue to...
by Billy Peterson | Sep 28, 2017 | Investment Strategy
Managing Debt While Saving for Retirement It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you’re not alone. According to an Employee Benefit Research Institute...
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 Shaun Peterson | May 16, 2017 | Investment Strategy
When I look back on my life I can’t help but remember some of my “firsts.” I can still remember most of them quite vividly. I remember the sun coming over the mountain ridge right before I harvested my first deer. My dad was whispering in my ear to calm my nerves...