Канал: Petersen Hastings Wealth Advisors

Meet Wealth Advisor, Cameron Ridgeway

Meet Wealth Advisor, Cameron Ridgeway

Meet Retirement Plans Advisor, Sean O’Keefe, CPFA®

Meet Retirement Plans Advisor, Sean O’Keefe, CPFA®

Meet Associate Wealth Advisor, Mathew Legard

Meet Associate Wealth Advisor, Mathew Legard

Keep Minding Your Business

Keep Minding Your Business

Keep on Dancing

Keep on Dancing

Planning for You & Yours

Planning for You & Yours

Meet Cory Briggs: SmartVestor Pro for Central & Southeastern Washington

Meet Cory Briggs: SmartVestor Pro for Central & Southeastern Washington

Petersen Hastings Wealth Advisors - Where You're Invested Brand Launch Video

Meet Senior Wealth Advisor, J.T. Lieuallen, CTFA, J.D. - Walla Walla Office

Meet Senior Wealth Advisor, J.T. Lieuallen, CTFA, J.D. - Walla Walla Office

Meet Senior Wealth Advisor, Josh Chittenden, CFP®, AIF®

Meet Senior Wealth Advisor, Josh Chittenden, CFP®, AIF®

Meet Senior Wealth Advisor & SmartVestor Pro, Cory Briggs, CFP®, AIF®

Meet Senior Wealth Advisor & SmartVestor Pro, Cory Briggs, CFP®, AIF®

Meet Retirement Plans Advisor, Ben Tanke, AIF®

Meet Retirement Plans Advisor, Ben Tanke, AIF®

Meet Senior Wealth Advisor, Blaine Carr, CPA, CFP®, AIF®

Meet Senior Wealth Advisor, Blaine Carr, CPA, CFP®, AIF®

Meet Wealth Advisor, Haley Johnson, CFP®, AIF®

Meet Wealth Advisor, Haley Johnson, CFP®, AIF®

SECURE Act 2.0: Understanding the Benefits for Retirees

SECURE Act 2.0: Understanding the Benefits for Retirees

SECURE Act 2.0: Inheriting an IRA: What You Need to Know

SECURE Act 2.0: Inheriting an IRA: What You Need to Know

SECURE Act 2.0: RMD Age Changes for 2023

SECURE Act 2.0: RMD Age Changes for 2023

Meet Associate Wealth Advisor, Lily McKeirnan

Meet Associate Wealth Advisor, Lily McKeirnan

Celebrating 60 years of Fiduciary Service

Celebrating 60 years of Fiduciary Service

Meet Wealth Advisor, Rachel Chacko, CFP® - Walla Walla Office

Meet Wealth Advisor, Rachel Chacko, CFP® - Walla Walla Office

60 Year Celebration Event - Save the Date Message from CEO Scott Sarber & Edie Littlefield Sundby

60 Year Celebration Event - Save the Date Message from CEO Scott Sarber & Edie Littlefield Sundby

A Trustworthy Financial Planner is Needed Now More Than Ever

A Trustworthy Financial Planner is Needed Now More Than Ever

Client Testimonial: Pam W. (Widow)

Client Testimonial: Pam W. (Widow)

Client Testimonial (30 Seconds): Pam W. (Widow)

Client Testimonial (30 Seconds): Pam W. (Widow)

Client Testimonial: Mark & Sheryl R. (Retired Couple)

Client Testimonial: Mark & Sheryl R. (Retired Couple)

Client Testimonial (30 Seconds): Mark & Sheryl R. (Retired Couple)

Client Testimonial (30 Seconds): Mark & Sheryl R. (Retired Couple)

Why Work With a CEFEX Certified Advisor?

Why Work With a CEFEX Certified Advisor?

Estate Planning 101: 5 Important Documents You Need & Why

Estate Planning 101: 5 Important Documents You Need & Why

New Digital Investing Service Coming Soon

New Digital Investing Service Coming Soon

Washington State Long-Term Care Act: What You Need to Know

Washington State Long-Term Care Act: What You Need to Know

Optimizing Strategies for Tax-Effective Charitable Giving

Optimizing Strategies for Tax-Effective Charitable Giving

Bunching Tax Deductions: How It Can Save You Money

Bunching Tax Deductions: How It Can Save You Money

Budgeting 101: Starting a Successful Budget

Budgeting 101: Starting a Successful Budget

Happy 5.29 Day! 529 College Savings Plans: Things to Know

Happy 5.29 Day! 529 College Savings Plans: Things to Know

Income Tax Payments: Are You Withholding Enough or Too Much in Income Taxes?

Income Tax Payments: Are You Withholding Enough or Too Much in Income Taxes?

Risk Tolerance: What It Is and Why It Is Important to Your Investment Journey

Risk Tolerance: What It Is and Why It Is Important to Your Investment Journey

Introduction to Stock Investments

Introduction to Stock Investments

Taxes On Investments: What You Should Know

Taxes On Investments: What You Should Know

Introduction to Bond Investments

Introduction to Bond Investments

Investment Securities That May Help You Grow & Preserve Your Wealth

Investment Securities That May Help You Grow & Preserve Your Wealth

Maintaining Investment Confidence | Petersen Hastings Commercial

Maintaining Investment Confidence | Petersen Hastings Commercial

How to Build Your Emergency Fund: 3-6 Months of Living Expenses

How to Build Your Emergency Fund: 3-6 Months of Living Expenses

How to Pay Off Debt Using the Debt Snowball

How to Pay Off Debt Using the Debt Snowball

Your First Meeting With Us

Your First Meeting With Us

Saving for Retirement: How much will I need to retire?

Saving for Retirement: How much will I need to retire?

Saving for Retirement: What are the two ways to put money into your 401(k)?

Saving for Retirement: What are the two ways to put money into your 401(k)?

Saving for Retirement: Why should I have a budget? What does it mean to pay yourself first?

Saving for Retirement: Why should I have a budget? What does it mean to pay yourself first?

3 Smart Money Moves to Get You Back on Track in the New Year

3 Smart Money Moves to Get You Back on Track in the New Year

Saving for Retirement: How much am I going to need in retirement?

Saving for Retirement: How much am I going to need in retirement?

Saving for Retirement: Difference between 401(k) & 403(b)? When should I start contributing?

Saving for Retirement: Difference between 401(k) & 403(b)? When should I start contributing?

Post-Election Tax Speculation: Preparing for 2020 & Beyond

Post-Election Tax Speculation: Preparing for 2020 & Beyond

Meet Cory Briggs: SmartVestor Pro for Tri-Cities, WA & Parts of Eastern Washington

Meet Cory Briggs: SmartVestor Pro for Tri-Cities, WA & Parts of Eastern Washington

Stay on Top of Required Minimum Distribution Rule Changes for 2020

Stay on Top of Required Minimum Distribution Rule Changes for 2020

529 College Savings Plans: Does my child have to attend a specific school? Do you recommend a plan?

529 College Savings Plans: Does my child have to attend a specific school? Do you recommend a plan?

529 College Savings Plans: How many 529 Plans are there? Where can I find more information?

529 College Savings Plans: How many 529 Plans are there? Where can I find more information?

529 College Savings Plans: What is it? How do taxes work?

529 College Savings Plans: What is it? How do taxes work?

529 College Savings Plans: What if my child doesn't need the $ I save? What are the types of plans?

529 College Savings Plans: What if my child doesn't need the $ I save? What are the types of plans?

Community Giving: 2020 Highlights

Community Giving: 2020 Highlights

Social Security Cost-of-Living Adjustment Increased for 2021

Social Security Cost-of-Living Adjustment Increased for 2021

National Cybersecurity Awareness Month: 6 Tips to Save Yourself from Identity Theft

National Cybersecurity Awareness Month: 6 Tips to Save Yourself from Identity Theft

The Election and Your Portfolio Performance

The Election and Your Portfolio Performance

Reviewing Your Financial Plan During COVID-19

Reviewing Your Financial Plan During COVID-19

Ask PH: As an investor, what is in my control?

Ask PH: As an investor, what is in my control?

Ask PH: What is a fiduciary and how might it pertain to my investments?

Ask PH: What is a fiduciary and how might it pertain to my investments?

Ask the Pro: IRA Contribution Deadline

Ask the Pro: IRA Contribution Deadline

Meet Wealth Advisor, John Keyes, CFP®

Meet Wealth Advisor, John Keyes, CFP®

Ask the Pro: Financial Planning Services

Ask the Pro: Financial Planning Services

Ask the Pro: Market Volatility

Ask the Pro: Market Volatility

Ask PH: Is now a good time to work with a financial advisor?

Ask PH: Is now a good time to work with a financial advisor?

Ask the Pro: Tax Loss Harvesting

Ask the Pro: Tax Loss Harvesting

Ask the Pro: Rebalancing

Ask the Pro: Rebalancing

Ask PH: What is rebalancing and how can it help my portfolio?

Ask PH: What is rebalancing and how can it help my portfolio?

Ask PH: I am feeling anxious when viewing my portfolio during this volatile time. What can I do?

Ask PH: I am feeling anxious when viewing my portfolio during this volatile time. What can I do?

Ask the Pro: Should I stop contributing to my 401(k) until the market calms?

Ask the Pro: Should I stop contributing to my 401(k) until the market calms?

Ask the Pro: I received a COVID-19 stimulus check, should this be used to pay debt, invest, or save?

Ask the Pro: I received a COVID-19 stimulus check, should this be used to pay debt, invest, or save?

Here For You & The People You Care About

Here For You & The People You Care About

A Message from Our President & CEO

A Message from Our President & CEO

Client Stories: Accumulator Family

Client Stories: Accumulator Family

Client Stories: Retiring Executive

Client Stories: Retiring Executive

Client Stories: Retiring Individual

Client Stories: Retiring Individual

Petersen Hastings Navigator Client Portal iOS Mobile Login Tutorial

Petersen Hastings Navigator Client Portal iOS Mobile Login Tutorial

About Jeff Petersen & Petersen Hastings

About Jeff Petersen & Petersen Hastings

Petersen Hastings AIF®

Petersen Hastings AIF®

Petersen Hastings Unique Questions

Petersen Hastings Unique Questions

Meet Jeff Petersen

Meet Jeff Petersen

Meet Donna Yakawich

Meet Donna Yakawich

Meet Matthew Neff

Meet Matthew Neff

Meet Matthew Petersen

Meet Matthew Petersen

Meet Josh Chittenden

Meet Josh Chittenden

Meet Blaine Carr

Meet Blaine Carr

Meet Scott Sarber

Meet Scott Sarber

A Unique Approach to Wealth Management

A Unique Approach to Wealth Management

Evidence-Based Investing

Evidence-Based Investing

Petersen Hastings "The Trusted Financial Path" Commercial

Petersen Hastings "The Trusted Financial Path" Commercial