Month: March 2024

Investor Insights: The Current Market Mania (Ep. 30)

Investor Insights: The Current Market Mania (Ep. 30)

In a time where technology and artificial intelligence are rapidly transforming various sectors, the financial market is witnessing a significant influx of tech and AI investments. 

For investors and those in the financial sector, understanding how tech advancements affect the market and their impacts is key.

This week on Harnessing Your Wealth, Shaun and Cade Peterson ask Billy Peterson about the current tech and AI market frenzy, discussing whether it’s a bubble or a sustainable trend. They explore the strategy of inaction and the power of patience in investment. The conversation also covers the impact of AI, Bitcoin, the effects of election-year politics on investments, and the evolution of the financial services industry.

Together, they discuss: 

  • Experiences during the tech bubble, the frenzy around IPOs, and the subsequent market collapse
  • Parallels between the tech bubble era and the current AI and tech boom
  • The contradictions in perceiving crypto and Bitcoin as both a currency and an investment
  • The impact of the “magnificent seven” companies on the S&P 500 returns
  • Market performance during election years and the factors that influence market returns
  • The impact of media on public perception
  • A comparison of past manual trade operations with current technology-driven market operations and the value of long-term planning
  • And more!

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Financial Health & Wellness Boot Camp 2024 (Ep. 29)

Financial Health & Wellness Boot Camp 2024 (Ep. 29)

Unlocking the potential of our youth through financial empowerment doesn’t just shape individual destinies; it fortifies the very bedrock of our communities, paving the way for a brighter, more resilient future for all.

Together with The Livastride Foundation, Peterson Wealth Services will host its 14th Annual Financial Health & Wellness Boot Camp on  March 19, 2024 at Weber State University. 

With a panel of industry leaders, a keynote speaker, and an audience of hundreds of students and educators, this event is dedicated to fostering practical financial education for the real world. 

Join Billy, Cade, and Shaun in this installment of Harnessing Your Wealth to hear how a family tradegy formed a foundation that grew into a multitude of events that helped youth and families in need. And now, for the past fourteen years, the Petersons have streamlined their mission to focus on an event that empowers youth to learn the value of both money, and life.

Notable topics from this episode include:

  • The Livastride Foundation, created in memory of Billy’s brother, Brody
  • Stories of past events including baseball tournaments and a home-run derby
  • Why it’s important to Peterson Wealth Services to support financial education initiatives  
  • How Billy became interested in finances and investing 
  • Physical and emotional ties between financial well-being and mental health
  • Information regarding the Financial Health & Wellness Boot Camp including guest speakers and topics of discussion
  • And more!

Resources:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect with Cade Peterson: