What Does it Mean for an Investment Advisory Firm to be CEFEX Certified?

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You may wonder what goes into becoming “CEFEX-certified”? It’s more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in their industry. The standards include specific criteria which have been substantiated by regulation or written in consultation with leading firms. A successfully completed standards-based assessment…

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Will Inflation Hurt Stock Returns? Not Necessarily.

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Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the past three decades does not show any reliable connection between periods of high (or low) inflation and US stock returns. Since 1991, one-year returns on…

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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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3 Questions to Consider When Searching for a Financial Advisor

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Managing your investments and developing a financial plan on your own can be stressful and difficult. More mistakes are commonly made relative to good decisions. To eliminate this complexity, some people choose to hire a financial advisor. Having someone in your corner provide guidance on the accumulation of assets and growth of a balance sheet can…

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8 Tax Planning Steps to Take Before You File

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Rushing to file your tax return before the deadline may mean making mistakes that could have been avoided. Even now, there is still plenty you can do to plan ahead and prepare before filing your taxes. Here are eight steps designed to help tax filers save money and avoid surprises when filing this year. 

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Saving Tips for Millennials: How to Create a Financial Plan for the Future

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For Millennials, financial obligations are more overwhelming than they were for both Generation X and Baby Boomers before them. A lot of Millennials are delaying important things like saving for retirement or typical milestones like buying a house. Many Millennials’ financial habits aren’t ideal, but that’s because many are too worried about today’s obligations to prepare for the ones they’ll face…

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4 Options to Give Your Old 401(k) a Fresh Start

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When workers change jobs, many forget about their old employer’s 401(k) or decide to cash out their retirement savings, paying taxes and often penalties in the process. The Wall Street Journal recently reported about 30% of workers leaving jobs elect to cash out their 401(k) accounts and pay taxes – and often 10% penalties1. Is…

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