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Saving Tips for Millennials: How to Create a Financial Plan for the Future
For Millennials, financial obligations are more overwhelming than they were for both Generation X and Baby Boomers before them. A lot of Millennials are delaying important things like saving for retirement or typical milestones like buying...
The Election and Your Portfolio Performance
Are you concerned about how the outcome of the presidential election could impact the stock market? If so, you are not alone. In this video, Josh Chittenden, Sr. Wealth...
Ask Petersen Hastings – As an investor, what is in my control?
🎯 Focus on the things you can control. 🎯 Pay attention to, but don’t worry about what’s out of our control. John Keyes takes a dive into the importance of...
Financial Advisor Magazine Names Petersen Hastings in 2020 RIA Survey & Ranking
Petersen Hastings is pleased to announce that it is once again included in the listing of Financial Advisor Magazine’s Top RIA Ranking with $769 million assets under management at the...
4 Options to Give Your Old 401(k) a Fresh Start
When workers change jobs, many forget about their old employer’s 401(k) or decide to cash out their retirement savings, paying taxes and often penalties in the process. The Wall Street...
[Infographic] Investing Through the Ages
It's important to invest wisely throughout your life and career, as it helps to set the foundation for a stronger financial future. However, as you age and change, so should...
Ask Petersen Hastings – What is a fiduciary and how might it pertain to my investments?
It comes as no surprise that many people can be somewhat skeptical about hiring a wealth advisor. So, how do you select a wealth advisor that you can trust? And...
Pursuing a Better Investment Experience
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely have questions regarding how to improve your odds of investing...
Petersen Hastings Welcomes Cameron Ridgeway as Associate Wealth Advisor
On July 1st, Petersen Hastings was proud to announce the addition of Cameron Ridgeway as Associate Wealth Advisor for the firm. Cameron will be part of a team assisting Lead...
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...
Market Commentary: Second Quarter
Global markets, which were under significant pressure as COVID-19 spread across the globe, have made a strong recovery from their lows. Large companies represented by the S&P 500 Index gained...
Market Commentary: Third Quarter