Financial Insights Archives
New Job? Don’t Forget About Your 401(k)
Starting a new job is a big milestone – one that comes with excitement, and at times, a bit of stress. With so much on your plate, it’s easy to overlook the financial details that come with a career change. However, taking time to review your retirement savings is an important step to ensure your…
Read MoreMarket Commentary: Q1 2025
The first quarter of 2025 started strong for U.S. stocks but ended with a decline, underperforming global markets. Investors faced uncertainty around economic conditions, competition in the AI sector, and potential tariff impacts under the new presidential administration. While the S&P 500 hit record highs early in the quarter, it was down for the year…
Read MoreCameron Ridgeway of Petersen Hastings Wealth Advisors Named New Dave Ramsey SmartVestor Pro for Spokane
Petersen Hastings Wealth Advisors is pleased to announce that Cameron Ridgeway, has been appointed as the new Dave Ramsey SmartVestor Pro for Spokane and the surrounding areas. This strategic expansion underscores our commitment to delivering holistic, fiduciary financial guidance across Washington State. As a Dave Ramsey SmartVestor Pro, Cameron will provide personalized financial guidance to…
Read MoreInvesting Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs
Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher and the next a sudden decline makes your stomach drop. A few reminders can help investors to relax amid the turbulence. 1. Keep Your Eye on the Horizon When you invest, you can expect that both ups and downs will…
Read MoreCaring for Aging Parents: A Millennial’s Guide to Planning & Conversations
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the number of Americans aged 65 and older has increased by 38% and is projected to reach 82 million by 2050. As our nation ages, many millennials are stepping into a new and complex role—caring for aging parents while managing…
Read More10 Money Tips for Millennial Newlyweds
Money is often cited as one of the biggest sources of stress in a marriage—and for good reason. A recent survey found that 35% of couples, including many millennials, say financial issues cause tension in their relationship. In fact, financial problems are among the top reasons marriages fail.1,2 But it doesn’t have to be that…
Read MorePetersen 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…
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