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PETERSEN HASTINGS ANNOUNCES

MARKET COMMENTARY: Fourth Quarter

January 17th, 2018

Your Petersen Hastings team would like to wish everyone a Happy New Year!

As the fourth quarter and the 2017 year came to an end, the overall market provided a

strong positive return, and most investors seem happy... Continue reading →

CEO Report: Fourth Quarter

February 16th, 2018

By Jeff Petersen, CEO | Sr. Wealth Advisor

Happy New Year and welcome to 2018! While January seemed to be a continuation of 2017’s strong stock market with low volatility, February abruptly reminded us that there is no “free lunch” when it comes to achieving above “risk-free” returns (Treasury Bills are considered the proxy for a risk-free... Continue reading →

CEO REPORT: Third Quarter

November 15th, 2017

By Jeff Petersen, CEO

Happy Birthday, Dad!

 

It has been over 2 ½ years since Dad’s passing but rarely a day passes without thinking about him and how important it was to him to always do the right thing... Continue reading →

MARKET COMMENTARY: Third Quarter

November 15th, 2017

The third Quarter of 2017 was bad for people living in the Gulf of Mexico, Caribbean, and Florida as the hurricanes devastated these areas, misplaced thousands of people and stopped a lot of business in those areas. Even with these extreme weather events, stocks, both domestic and foreign, were posting better than... Continue reading →

Petersen Generational Solutions® (PGS)

November 15th, 2017

By Jeff Petersen, CEO

Petersen Hastings has partnered with Petersen Generational Solutions® (PGS), a new firm specializing in assessing multi-generational “blind spots” within family businesses. This partnership will provide wealth advisors at Petersen Hastings additional tools to assist family business clients with generational... Continue reading →

CEO REPORT: Second Quarter

July 31st, 2017

By Jeff Petersen, CEO

Summer is upon us, with winter being a distant memory (thankfully!) and many have been enjoying their annual vacations. It is an opportunity to experience areas of the world as part of our continuous lifetime learning. Our learning experiences could be in the United States or possibly another country. I continue ... Continue reading →

MARKET COMMENTARY: Second Quarter

July 31st, 2017

How many new ways are there for the same old market forecasters to twist a timeless truth: None of us has any idea what the markets will do next. Consider the following quote from a recent Wall Street Journal article entitled, “Global Stocks Post Strongest First Half in Years, Worrying Investors.”... Continue reading →

Financial Awareness Month

April 17th, 2017

By Scott Sarber, President

As a Certified Financial Planner Practitioner™ and an investment advisor for more than 22 years; money, investments, and financial decisions are second nature to me.  But, I still don’t know everything, so continuing education and learning is always a priority as we have clients with very complicated... Continue reading →

CEO REPORT: First Quarter

April 17th, 2017

By Jeff Petersen, CEO

April is “Financial Awareness Month”. Being financially independent involves creating and retaining enough wealth to maintain a desired quality of life, both before and during retirement. It also involves protecting your wealth from possible criminal activity... Continue reading →

MARKET COMMENTARY: First Quarter

April 17th, 2017

If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.”

There was the usual stream of global news. To name a few highlights... Continue reading →

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