What Does It Mean to Be a SmartVestor Pro?
Dave Ramsey is one of America’s most trusted voices on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Petersen Hastings. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.
SmartVestor Pros are committed to educating and empowering you to help you pursue your long-term investing goals.
Smart Wealth Building
SmartVestor Pros will help you build wealth by investing for the long-term.
Fast, Friendly Service
Have a question? SmartVestor Pros commit to giving you a fast response, often within 24 hours.
More Choices & Options
SmartVestor Pros don't just offer a single company's investment choices. They have access to hundreds of investments to help you pursue your goals.
Ask the Pro Series
"Ask the Pro" is a Q&A video series highlighting trending money questions we receive from our SmartVestors that we have curated to help guide you on your financial journey. Have a question? Submit it here.
Timely videos created to help educate and guide you along your path to financial success.
Monthly Financial Literacy Articles
- 'Tis the Season to Give AND Reduce Taxes
- Dividend, Interest, and Capital Gain Distributions
- Budgeting Tips for the New Year
- 2019 Increased Contribution Limits
- Fee-Only vs. Fee-Based vs. Commission Based Financial Advisors
- ABCs of Mutual Fund Investing
- Mutual Funds vs. Exchange Traded Funds (ETFs)
- Taxes: How Contributing to Your Retirement Plan Can Help Reduce Them
- Investing vs. Gambling
- College Education Savings Plans - ESA vs. 529
- College Education Savings Plans - Roth IRA vs. UGMA/UTMA
- What is a Trust and How Does it Work?
- 3 Questions to Consider When Searching for a Financial Advisor
- How the Secure Act May Affect You
- CARES Act: Benefits for Families & Individuals
- Three Ways to Make the Most of Your Recovery Rebate