Tax Season Graphic

Do you or your advisor pay attention to taxes associated with your investments? Wealth Advisor, John Keyes explores some of the basics of taxes involved with investments as well as some general things to consider throughout the year. Taxes On Investments: What You Should Know Video Transcript: With tax season in full swing, I’m sure…

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In this installment of Ask Petersen Hastings, Wealth Advisor, John Keyes, answers a common question regarding rebalancing. Here’s what you need to know!  What is rebalancing and how can it help my portfolio? Video Transcript: Hello everyone.  I am John Keyes, Wealth Advisor at Petersen Hastings in Walla Walla. A question I often get is “I’ve heard of…

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