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Posts by Brandan Eckhardt

Petersen Hastings Welcomes Josh Beck as Financial Controller

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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What is a Trust and How Does it Work?

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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College 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…

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College Education Savings Plans (ESA vs. 529)

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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Investing vs. Gambling

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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Petersen Hastings Named 2019 InvestmentNews’ Top 50 Best Places to Work for Financial Advisors Nationwide – Second Year Running

Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2019 Top 50 Best Places to Work for Financial Advisors in the nation for the second consecutive year. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage,…

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Mutual Funds vs. Exchange-Traded Funds (ETFs)

Mutual Funds vs ETFs

Mutual funds vs. ETFs. Which makes a better investment option? There’s no clear-cut answer, but understanding the differences of each will allow you to pick the best investment to fit your personal investing strategy. Dave and his team believe in an investing approach that spreads retirement investments equally among four types of mutual funds: Growth (U.S.…

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