Posts by Petersen Hastings Team
401(k) Plan Design for Today’s Businesses
In today’s dynamic business landscape, where retaining top talent and promoting employee satisfaction are critical, a well-designed 401(k) plan can serve as a strategic advantage. It’s more than just meeting regulatory requirements; it’s about guiding your employees towards financial security, which in turn fosters loyalty and strengthens workplace culture. Employers aiming to create a plan…
Read MoreNavigating Market Volatility with Confidence and Stability
At Petersen Hastings Wealth Advisors, our commitment to your financial well-being is our utmost priority. Lately, we have been getting questions pertaining to the market and its recent fluctuations. We want to reassure you that we are monitoring your portfolio during these uncertain times and will make any changes that are necessary to ensure you…
Read MorePetersen Hastings Wealth Advisors Welcomes Sean O’Keefe as Retirement Plans Advisor
Petersen Hastings Wealth Advisors is excited to announce the addition of Sean O’Keefe as a Retirement Plans Advisor, expanding our firm’s physical footprint into the Spokane, WA and Sandpoint and Coeur d’Alene, ID markets. As a Retirement Plans Advisor, Sean will work with businesses and their employees to help them achieve their financial goals, while also…
Read MoreMarket Commentary: Q2 2024
The U.S. financial markets experienced strong performance and resilience in the first half of the year. Major stock indices, such as the S&P 500 and Nasdaq Composite, hit record highs during this time period. Much of the rally is attributed to the robust performance of a select group of mega-cap stocks, particularly those benefiting from…
Read MoreMarket Commentary: Q1 2024
Strong performance spread throughout the financial markets in the first quarter of the year driven by resilient economic growth, optimism around artificial intelligence (AI), and expectations for future interest rate cuts by the Federal Reserve. With the first quarter closed and NCAA March Madness brackets inevitably “busted,” let’s take a closer look at how the economy…
Read MoreSurvivor’s Checklist: Things to Consider Upon the Death of a Loved One
Losing a loved one can be one of life’s most difficult experiences. This checklist is designed to help provide structure during a time that can be very overwhelming. View and download the complete checklist by clicking below.
Read MoreMarket Commentary: Q4 2023
As we welcome the New Year, it’s a perfect moment to reflect on the journey of the past year and anticipate what’s ahead. The final months of 2023 brought us a mix of surprises and steady growth in the financial world. We’ve seen how businesses adapted, new opportunities emerged, and communities came together in resilience.…
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