Posts by Brandan Eckhardt
Petersen Hastings Named 2019 InvestmentNews’ Top 50 Best Places to Work for Financial Advisors Nationwide – Second Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2019 Top 50 Best Places to Work for Financial Advisors in the nation for the second consecutive year. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage,…
Read MoreMutual Funds vs. Exchange-Traded Funds (ETFs)
Understanding the ABC’s of Mutual Fund Investing
Fee-Only vs. Fee-Based vs. Commission-Based Advisors
Cory Briggs Earns the Certified Financial Planner™ (CFP®) Designation
Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has earned the Certified Financial PlannerTM (CFP®) designation. This brings the firm’s total CFP® professionals to seven. “Obtaining the CFP® certification is a significant achievement in the financial industry because it requires the comprehension of a very large body of knowledge in financial planning,…
Read MorePetersen Hastings Announces Matthew Petersen as New Shareholder
Petersen Hastings is proud to announce that Matthew Petersen, CTFA, AIF®, Wealth Advisor and CCO, is the firm’s newest shareholder. This leadership addition will bring Petersen Hastings’ total shareholders to six. “Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our firm continues to implement…
Read MoreBudgeting Tips for the New Year
Cory Briggs Passes the Certified Financial Planner (CFP®) Board of Standards Examination
Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has passed the Certified Financial Planner (CFP®) Board of Standards Examination. The 7-hour CFP® certification examination is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. “There’s…
Read More‘Tis the Season to Give AND Reduce Taxes!
Giving Strategies Offering Tax Benefits
I am constantly amazed at the generosity of our Tri-City community. There are many great nonprofit organizations that are committed to making our community a better and safer place to live. Even though our community is very generous, organizations continue to look for new donors, and for existing donors to increase their contributions, because the…
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