Category Tactical Weightings

Category Tactical Weightings

2018 Q2 CATEGORY TACTICAL WEIGHTINGS (6-12 months) EQUITY U.S. Large Cap Equity Rating: Neutral We believe Large Cap Equities are fairly valued. Our preference is growth over value. We believe a slight overweight allocation is appropriate given current economic...
2018 Best In State Wealth Advisor

2018 Best In State Wealth Advisor

Forbes announced their annual list of Best In State Wealth Advisors and Billy Peterson was number nine in the state of Utah! “This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated...
What’s With The Market?

What’s With The Market?

What’s With the Market? Market volatility has recently came back to life after spending a little over a year in hibernation. Equity markets were very rewarding for investors in 2017 and these rewards came about without so much as a 5% pullback. It seemed that stocks...
Should you consider a 529 Plan?

Should you consider a 529 Plan?

Should you consider a 529 Plan? Billy Peterson, President You’ve been saving money your whole life and have always set aside funds for purchases before you make them. Now it’s time to consider how to maximize those savings when it comes to planning a college...