Posts by Petersen Hastings Team
Market 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.…
Read MoreWill Inflation Hurt Stock Returns? Not Necessarily.
Let the Compounding Commence!
When Headlines Worry You, Bank on Investment Principles
What to Look for to Improve Your 401(k) Plan in 2023
401(k) and IRA Contribution Limits for 2023
Pursuing a Better Investment Experience
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely have questions regarding how to improve your odds of investing success. Petersen Hastings is here to help. Learn more about the 10 key principles, using data and reasoning, that may help improve your odds of…
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