Posts by Petersen Hastings Team
A Guide to Legacy Planning: Building a Legacy Around What Matters to You
For many people, the word “legacy” brings to mind the money or property they leave behind. But a meaningful legacy can be much broader. It may include providing security for your family, preserving a business you spent decades building, supporting organizations you care about, or giving the next generation opportunities you didn’t have yourself. Legacy…
Read MoreMarket Commentary Q3 2026
Markets continued to build on a strong start to 2026, despite a few twists and turns for investors in the third quarter. U.S. stocks reached new highs, supported in part by continued strength in technology companies, before giving back some ground later in the quarter. Rising interest rates, global tensions, and questions surrounding artificial intelligence…
Read MorePetersen Hastings Wealth Advisors Promotes Lily McKeirnan® to Wealth Advisor
Petersen Hastings Wealth Advisors proudly announces the promotion of Lily McKeirnan, CFP® to the position of Wealth Advisor for the firm. Lily joined Petersen Hastings as an Associate Wealth Advisor in July of 2022. During her tenure, she has embodied the firm’s mission and has demonstrated a deep commitment to helping clients navigate their financial…
Read MoreRetirement Planning: It’s About More Than a Number
A clear plan connects your financial resources to the life, people, and priorities that matter most. For years, retirement planning often resolves around one big question: How much do I need to retire? It’s a reasonable question. But once retirement starts to feel less like a distant milestone and more like a real chapter of…
Read MorePetersen Hastings Wealth Advisors Welcomes Carson Poulson as Associate Wealth Advisor
Petersen Hastings Wealth Advisors is proud to announce the addition of Carson Poulson as an Associate Wealth Advisor for the firm. In his role, Carson will support the Advisory Team in managing existing client relationships and help build new ones as they grow. Carson was drawn to Petersen Hastings by its investment philosophy and the…
Read MoreLily McKeirnan Attains CERTIFIED FINANCIAL PLANNER™ Certification
Petersen Hastings Wealth Advisors is proud to announce that Lily McKeirnan has earned the CERTIFIED FINANCIAL PLANNER™ certification, an important professional milestone that reflects her continued dedication to serving clients and growing her expertise as a financial professional. The CERTIFIED FINANCIAL PLANNER® certification is recognized as one of the most respected credentials in the financial…
Read MorePetersen Hastings Wealth Advisors Welcomes Juan Arias as Portfolio Analyst
Petersen Hastings Wealth Advisors is pleased to announce the addition of Juan Arias as Portfolio Analyst. In his role, Juan supports the firm’s investment team by performing a wide range of investment related services for new and existing clients, including executing security transactions, monitoring and maintaining client account asset allocation targets, preparing financial reports, and…
Read MorePetersen Hastings Wealth Advisors Recognized in Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms of 2026 List
We are pleased to announce that Petersen Hastings Wealth Advisors has once again been honored on Financial Advisor Magazine’s esteemed Top Registered Investment Advisory (RIA) Firms list. This recognition serves as a testament to our unwavering commitment to fiduciary excellence and our dedication to providing clients with a personalized experience tailored to their unique needs.…
Read MoreMarket Commentary Q2 2026
As millions of fans follow the FIFA World Cup this summer, one lesson extends beyond the pitch: the best teams don’t abandon their strategy after a single goal, setback, or missed opportunity. Winning teams stay disciplined, trust their game plan, and rely on contributions from every position. Investing follows a similar pattern. While the second…
Read MoreHow to Find a Fiduciary Financial Advisor You Can Actually Trust
Chances are you’ve seen TV ads promoting the value of working with a fiduciary financial advisor. If they’ve caught your attention, you may be wondering how to find one near you. Once you understand the difference, it’s easy to see why so many people prefer a fiduciary. Knowing the distinction between advisors who are legally required to act in your best interest and those who…
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