In The News
How Will the One Big Beautiful Bill Affect Your Taxes?
Back in 2017, Congress delivered a massive tax overhaul for Americans, cutting tax rates, doubling the standard deduction, capping certain deductions, and simplifying the tax code for millions of families. But they slapped an expiration date on most of those changes—and those changes were finally set to expire at the end of 2025 . .…
Read MorePetersen Hastings Wealth Advisors Welcomes New Client Service Specialists: Elly Loera and Sarah House
Petersen Hastings Wealth Advisors is pleased to announce the addition of two new Client Service Specialists, Elly Loera and Sarah House, to the firm’s growing Client Services team. Both Elly and Sarah bring strong client-focused experience and a shared passion for helping others achieve their financial goals. Elly joined the firm in October 2025, drawn to the…
Read MorePetersen Hastings Wealth Advisors Welcomes Sarah Read as an Associate Wealth Advisor
Petersen Hastings Wealth Advisors is pleased to announce the addition of Sarah Read as an Associate Wealth Advisor. With more than a decade of experience building meaningful relationships through philanthropy, Sarah brings a passion for helping others achieve financial clarity and confidence. Drawn to Petersen Hastings for its strong reputation for integrity, client-centered service, and collaborative culture, Sarah…
Read MoreThe Financial Literacy Crisis in America: 2025 Report
Introduction High school education plays such an important role in preparing today’s students for their future careers. While there’s been consistent focus on and funding for traditional subjects like math and science, there’s been a consistent lack of focus on personal finance education in the classroom. The Financial Literacy Crisis in America 2025 report focuses…
Read MorePetersen Hastings Wealth Advisors Ranked #38 in CNBC’s List of Top 100 Financial Advisory Firms for 2025
Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #38 in the 2025 CNBC Financial Advisor Top 100 list. In assembling this elite list, CNBC analyzes a variety of core data points to determine its list, such as the following: the firm’s number of years in business, compliance record, number of…
Read MoreThe One Big Beautiful Bill: What Does It Mean for You?
On July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law. The legislation’s path through Congress was marked by extensive debate and political theater, and the White House signing ceremony carried its own share of spectacle, including a B-2 stealth bomber flyover in honor of Independence Day. Now that…
Read MorePetersen Hastings Wealth Advisors Recognized in Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms of 2025 List
Petersen Hastings Wealth Advisors is thrilled to announce that we have been recognized on Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms list for the seventh consecutive year. This consistent recognition highlights our steadfast commitment to fiduciary excellence and our dedication to providing our clients with a personalized experience through our unique proprietary discovery process. To…
Read MorePetersen Hastings Launches Backpack Drive to Support Local Students
At Petersen Hastings, we believe in investing where it really counts – and that includes supporting the next generation as they prepare for a new school year. We’re excited to announce our Back-to-School Backpack Drive, running from July 21 through August 15, to benefit students in need across the Columbia Basin and Walla Walla Valley regions. Why a…
Read MorePetersen Hastings Wealth Advisors Welcomes Athena Bunata as Client Service Specialist
Petersen Hastings Wealth Advisors is proud to welcome Athena Bunata to the firm as a Client Service Specialist. Athena brings a strong foundation in customer service and a genuine passion for helping others – qualities that align closely with the firm’s mission to serve clients with care, integrity, and excellence. Her eagerness to grow in…
Read MoreA Guide to Vacationing on the Baby Steps
Your old crew from college is begging you to meet up in Chicago, your spouse wants to whisk you away to a weekend getaway in the mountains, and your kids want to see The Wizarding World of Harry Potter—everywhere you look, vacation is calling your name! But you’ve been following the Baby Steps, and now, you’re…
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