More Than 55 Years as Fiduciary Financial Advisors Fiduciary-Centered Advice
As a registered investment advisor, we owe a fiduciary standard of care to our clients, meaning it is our job and legal mandate to act in the sole benefit of our clients. Our fee-only compensation model provides you with peace of mind that you are being served, not sold to, and provides our professionals with the highest level of personal integrity in their work.
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Client Relationship Summary (CRS) Notice
You may notice a new disclosure document that will be included in your July statement. The Securities and Exchange Commission (SEC) is requiring all registered investment advisors and broker-dealers to...
From the Desk of CEO Scott Sarber
2020 is shaping up to be a very interesting year. Everything was fine until we found ourselves in a global pandemic. Then, everything changed very quickly. During the last week of February...
Petersen Hastings Opens Second Location, Adds New Advisor
Petersen Hastings, an independent registered investment advisory firm, headquartered in Kennewick, WA, announced today the opening of a new office in Walla Walla, WA. The office is located in the...
The Path Forward: Firm Operational Update
We would like to extend our appreciation to you during this unusual time. It is truly amazing how resilient we can all become when faced with a common challenge. We...
Ask Petersen Hastings – Is now a good time to work with a financial advisor?
In this installment of Ask Petersen Hastings, Wealth Advisor, John Keyes, addresses why one should work with a financial advisor. Here's what you need to know! Question: Is now a...
Celebrate 529 College Savings Plan Day
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? Well, now you do! There are many ways to save and invest for education, with...
5 Tips for Investors Navigating COVID-19 Uncertainty
One of the most unsettling aspects of market downturns is the fact they are out of your control. Markets move based on numerous variables that no one person can...
Coping with Market Volatility: Be Sure to Use Appropriate Benchmarks
Do you find yourself glued to the daily news reports on market movements wondering about your own savings and investments? Before you make any hasty decisions, be sure you...
Ask Petersen Hastings – What is rebalancing and how can it help my portfolio?
In this installment of Ask Petersen Hastings, Wealth Advisor, John Keyes, answers a common question regarding rebalancing. Here's what you need to know! Question: What is rebalancing and how can...
Ask Petersen Hastings – I am feeling anxious when viewing my portfolio during this volatile time. What can I do?
Welcome to Ask Petersen Hastings, a weekly personal-wealth Q&A where you can ask our financial planning and investment experts for advice. Each week we’ll be answering trending personal finance questions...
Petersen Hastings Named 2020 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Third Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2020 Best Places to Work for Financial Advisors in the...
Three Ways to Make the Most of Your Recovery Rebate
The rebates coming from the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act are a welcomed relief for millions of Americans out of work and in financial distress...
Market Commentary: Second Quarter