Financial Insights Archives
Petersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 17th Straight Year
Petersen Hastings is honored to announce that we have achieved the prestigious CEFEX® (Centre for Fiduciary Excellence) certification for the 17th consecutive year. This global certification continues to highlight our firm’s unwavering dedication to upholding the highest standards of fiduciary excellence, transparency, and professionalism in the financial services industry. The CEFEX certification is a formal…
Read MoreMarket Commentary: Q4 2024
With the New Year upon us, it’s an ideal time to reflect on the milestones of the past year and consider what lies ahead. Throughout 2024, we experienced a blend of unexpected developments and steady progress in the financial landscape. In this update, we’ll provide a concise overview of the key events that defined the…
Read MoreMarket Commentary: Q3 2024
U.S. stocks extended their strong performance from the first half of the year, with many market indices reaching or nearing record highs as the third quarter drew to a close. This marks the fourth consecutive quarter of positive returns for stocks, with 12 respective all-time highs during the quarter. Year-to-date, the S&P 500 is up…
Read More401(k) Plan Design for Today’s Businesses
In today’s dynamic business landscape, where retaining top talent and promoting employee satisfaction are critical, a well-designed 401(k) plan can serve as a strategic advantage. It’s more than just meeting regulatory requirements; it’s about guiding your employees towards financial security, which in turn fosters loyalty and strengthens workplace culture. Employers aiming to create a plan…
Read MoreNavigating Market Volatility with Confidence and Stability
At Petersen Hastings Wealth Advisors, our commitment to your financial well-being is our utmost priority. Lately, we have been getting questions pertaining to the market and its recent fluctuations. We want to reassure you that we are monitoring your portfolio during these uncertain times and will make any changes that are necessary to ensure you…
Read MoreMarket Commentary: Q2 2024
The U.S. financial markets experienced strong performance and resilience in the first half of the year. Major stock indices, such as the S&P 500 and Nasdaq Composite, hit record highs during this time period. Much of the rally is attributed to the robust performance of a select group of mega-cap stocks, particularly those benefiting from…
Read MoreMarket Commentary: Q1 2024
Strong performance spread throughout the financial markets in the first quarter of the year driven by resilient economic growth, optimism around artificial intelligence (AI), and expectations for future interest rate cuts by the Federal Reserve. With the first quarter closed and NCAA March Madness brackets inevitably “busted,” let’s take a closer look at how the economy…
Read MorePetersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 16th Straight Year
After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation, and other fiduciary practices, Petersen Hastings Wealth Advisors today announced formal achievement of Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. This makes Petersen Hastings part of the elite group of nearly 250 firms from around the world to successfully complete the…
Read MoreMarket Commentary: Q4 2023
As we welcome the New Year, it’s a perfect moment to reflect on the journey of the past year and anticipate what’s ahead. The final months of 2023 brought us a mix of surprises and steady growth in the financial world. We’ve seen how businesses adapted, new opportunities emerged, and communities came together in resilience.…
Read MoreMarket Commentary: Q2 2023
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