Posts by Brandan Eckhardt
College Education Savings Plans (Roth IRAs vs. UGMA/UTMA)
College Education Savings Plans (ESA vs. 529)
Investing vs. Gambling
Taxes: How Contributing to your Retirement Plan Can Help Reduce Them
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…
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