Peterson Wealth Management is an independent investment advisory firm located in Bay City, Michigan. Peterson Wealth Management is comprised of dedicated, experienced independent financial advisors.
Newsletters
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.