Posts by Petersen Hastings Team
Fee-Only Advisors: What You Need to Know
Choosing a financial advisor goes beyond investment returns. Finding someone you trust who delivers the support you need and understanding of where you’re truly invested in life is paramount when selecting an advisor. For those who’ve done their research, one question that often comes up is whether working with a fee-only financial advisor is right for them. At Petersen Hastings, we believe clarity matters. Clients deserve to understand how…
Read MoreHow to Find the Best Financial Advisor for You
Choosing a financial advisor can shape your retirement income, tax decisions, investment discipline, and peace of mind for years to come. The right advisor brings experience, a clear planning process, and guidance that fits the life you’re building—not just the portfolio being managed. Many people begin the search by focusing on performance or credentials. Those matter, but so do…
Read MoreTrump Accounts for Kids: What Parents Need to Know
Saving for a child’s future is about to get a new option. Starting July 5, 2026, Trump Accounts will join other ways to save for children like 529 plans, UGMA/UTMA accounts, and custodial Roth IRAs. But they come with unique rules and benefits. If you’re wondering what Trump Accounts are, who qualifies, and how they…
Read MoreMarket Commentary Q4 2025
As the calendar turns on another year, the fourth quarter of 2025 offered a fitting conclusion to a market cycle shaped by patience and progress. While headlines shifted throughout the year, long-term investors were rewarded for staying the course. As we review the fourth quarter and reflect on the year behind us, the markets once…
Read MoreMarket Commentary Q3 2025
As summer came to a close, investors were reminded once again that patience pays off. What began as a cautious quarter, ended with markets breaking new records and renewed confidence in the economy’s strength. The S&P 500 closed above 6,600 for the first time, gaining over 5% during the quarter and pushing year-to-date returns into…
Read MoreMarket Commentary Q2 2025
The second quarter of 2025 brought a mix of challenges and opportunities for investors. Global markets navigated significant volatility, driven by U.S. trade policy shifts, geopolitical tensions, and evolving economic signals. Despite a sharp selloff in April due to new tariff announcements, markets rebounded strongly, with most major indices posting positive returns by quarter-end. This…
Read MoreNew Job? Don’t Forget About Your 401(k)
Starting a new job is a big milestone – one that comes with excitement, and at times, a bit of stress. With so much on your plate, it’s easy to overlook the financial details that come with a career change. However, taking time to review your retirement savings is an important step to ensure your…
Read MoreMarket Commentary: Q1 2025
The first quarter of 2025 started strong for U.S. stocks but ended with a decline, underperforming global markets. Investors faced uncertainty around economic conditions, competition in the AI sector, and potential tariff impacts under the new presidential administration. While the S&P 500 hit record highs early in the quarter, it was down for the year…
Read MoreInvesting Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs
Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher and the next a sudden decline makes your stomach drop. A few reminders can help investors to relax amid the turbulence. 1. Keep Your Eye on the Horizon When you invest, you can expect that both ups and downs will…
Read MoreMarket Commentary: Q4 2024
With the New Year upon us, it’s an ideal time to reflect on the milestones of the past year and consider what lies ahead. Throughout 2024, we experienced a blend of unexpected developments and steady progress in the financial landscape. In this update, we’ll provide a concise overview of the key events that defined the…
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