Image of Donna Yakawich & Diane Gaines

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…

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CEFEX Mark

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. …

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Josh Beck

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…

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Older couple on laptop talking

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…

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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…

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3 college students in library

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…

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Advisor with dice

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…

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