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How the SECURE Act May Affect Individuals & Families

The “Setting Every Community Up for Retirement Enhancement” Act of 2019, better known as the ...
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Market Commentary Q4 2019

Market Commentary: Fourth Quarter

Happy New Year! Global markets finished the year strong. Quarter 4 brought the S&P 500 ...
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Hindsight is 20/20. Foresight Isn’t.

The year 2019 served up many examples of the unpredictability of markets. Interest rates that ...
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Timing Isn’t Everything

Over the course of the holidays, it's not unusual for the stock market to be ...
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How Markets Work and the FAANG Mentality

Is the market getting by with a little help from the FAANGs? And does the ...
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Jeff Petersen CEO Report - Petersen Hastings

CEO Report: Third Quarter

Technology and Company Retirement Plans Technology can be a double-edged sword. Being able to conduct ...
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