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...