Posts by Brandan Eckhardt
Petersen Hastings Announces Donna Yakawich & Diane Gaines as Newest Shareholders
Petersen Hastings is proud to announce that Donna Yakawich, CPA, AIF®, Wealth Advisor and Diane Gaines, Manager of Operations, are the firm’s newest shareholders. This leadership addition will bring Petersen Hastings’ total shareholders to eight. “Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 12th Straight Year
Petersen Hastings in Kennewick, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 12th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard of fiduciary excellence. …
Read MorePetersen Hastings Welcomes Josh Beck as Financial Controller
On September 25th, Petersen Hastings was proud to announce the addition of Josh Beck as Financial Controller for the firm. In this role, Josh is primarily responsible for developing and monitoring the firm’s financial strategy, budgeting, and forecasting to ensure robust financial performance for the firm moving into the future. “Josh brings an exciting amount…
Read MorePetersen Hastings Welcomes Haley Helland as Associate Wealth Advisor
On August 20th, Petersen Hastings was proud to announce the addition of Haley Helland as Associate Wealth Advisor for the firm. Haley will be part of a team assisting Lead Advisors in serving our clients’ planning and investment needs through a fiduciary standard of service. “Our entire team is very excited to welcome Haley to…
Read MoreWhat is a Trust and How Does it Work?
A trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow and enforce the rules of the trust while managing its assets for the benefit of the beneficiaries. Revocable Trust A revocable trust is…
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2019 RIA Survey & Ranking
Petersen Hastings is pleased to announce that it is once again included in the listing of Financial Advisor Magazine’s Top RIA Ranking with $670 million assets under management at the end of 2018. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and…
Read MoreCollege Education Savings Plans (Roth IRAs vs. UGMA/UTMA)
In the past decade, total U.S. student loan debt has surpassed credit card debt and auto loan debt combined1. Americans now owe more than $1.53 trillion in student loan debt and rising. Most students finance at least some of the cost by taking out student loans, with the goal of having their investment pay off with higher…
Read MoreCollege Education Savings Plans (ESA vs. 529)
Americans now owe more than $1.53 trillion in student loan debt. College debt burden is drowning many of our young people who will have trouble meeting their financial responsibilities as the enter the work force. Although the average student loan has a term of 10 years to be paid off, according to Nitro.com, the repayment…
Read MoreInvesting vs. Gambling
Many skeptics who have never invested in the stock market before proclaim that investing is just another form of gambling. This misinformed view has kept too many from enjoying the financial rewards of investing; particularly in the United States economy, which generally, over the long run, has been profitable (Investopedia, 10-year U.S. Treasury Bonds). Let’s…
Read MoreTaxes: How Contributing to your Retirement Plan Can Help Reduce Them
Did you know you can reduce your tax bill by contributing to a 401(k) plan or individual retirement account? Here is how traditional retirement accounts can be used to control how much you might potentially owe this tax season, or into the next. Boost Your 401(k) Savings Rate Most people have their 401(k) on auto pilot and…
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