April 13, 2020

Staying the Course Doesn't Mean Sitting Still

April 13, 2020

There are many reasons having a financial plan is valuable, but maybe the most significant is that it can help you understand how to react to the latest negative headlines.

Christopher Peterson, CFP®

April 13, 2020

Investing in Volatile Markets

Christopher Peterson, CFP®

April 13, 2020

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Instead of focusing on short-term issues focus on your financial plan and if you are still on track to accomplish your life goals.

Christopher Peterson, CFP®

March 10, 2020

Investing, Financial Planning

Importance of Dollar Cost Averaging

Christopher Peterson, CFP®

March 10, 2020

Investing, Financial Planning

No matter what your goal is for the money you invest, you can get there faster by continuing to add to your portfolio on a regular basis. Especially when the stock market recently dropped.

Christopher Peterson, CFP®

March 3, 2020

Financial Planning

Opportunity for Lower Mortgage Payments

Christopher Peterson, CFP®

March 3, 2020

Financial Planning

With the recent drop in interest rates to historical lows it is giving current home owners and prospective buyers an opportunity to save money with low mortgage rates.

Christopher Peterson, CFP®

January 6, 2020

Financial Planning

Financial Freedom With A Budget

Christopher Peterson, CFP®

January 6, 2020

Financial Planning

Freedom comes from having a budget! A lot of people would say that is false because they think a budget is restrictive. Think about what is more restrictive. Not having enough money to buy groceries a week before pay day or following a budget that has accounted for grocery purchases for the entire month and having extra savings for emergencies?

Christopher Peterson, CFP®

June 10, 2019

Investing

Diversify with International Stocks

Christopher Peterson, CFP®

June 10, 2019

Investing

International stocks represent 44.9% of the global market a figure too large to ignore. So, by owning international stock investments, you can diversify your portfolio and take advantage of opportunities by leading companies in emerging and other developed stock markets.

Christopher Peterson, CFP®

May 16, 2019

Investing

Opportunity or Caution

Christopher Peterson, CFP®

May 16, 2019

Investing

There are times when investors should be more aggressive and times to be more conservative. History clearly shows that most investors mistime their aggression.

Christopher Peterson, CFP®

February 20, 2019

Planning Makes a Difference

Christopher Peterson, CFP®

February 20, 2019

Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals - it’s about how you feel and what you want.