NAPFA Member
In July 2020, Peterson Wealth Advisory and its owner, Christopher Peterson, CFP®, were accepted into the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Staying the Course Doesn't Mean Sitting Still
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.
Investing in Volatile Markets
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.
Importance of Dollar Cost Averaging
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.
Opportunity for Lower Mortgage Payments
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.