Petersen, Hutson, Smith - Wealth Advisors of Raymond James

Petersen, Hutson, Smith - Wealth Advisors of Raymond James Over 65 years of combined experience in wealth management and financial planning.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Petersen, Hutson, Smith - Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

09/04/2026

FFF: Inheritance

Roughly 70% of family wealth is lost by the second generation, and about 90% is gone by the third.

It's usually not because of bad investments—but because of lack of financial education, planning, and communication within families.

Inheritance isn't just about passing down money. It's about passing down knowledge and habits to help it last.

08/28/2026

Fun Fact Friday!

Research in behavioral finance shows people often:
Feel losses twice as strongly as gains
Overestimate recent trends
Spend differently depending on how money is labeled

For example:
A tax refund often gets spent.
A paycheck often gets budgeted.

Even though both dollars are worth exactly the same amount.

Another great golf outing in the books! ⛳️Thank you to everyone who came out . We appreciated spending time with you, sh...
08/18/2026

Another great golf outing in the books! ⛳️

Thank you to everyone who came out . We appreciated spending time with you, sharing some laughs, and getting away from the office for a day on the course. Looking forward to next year!

08/14/2026

Fun Fact Friday for a Young Adult Starting Work: If you invest just $100 a month starting at age 22, you could have more money by retirement than someone who waits until 32 and invests twice as much every month.

Why? That extra 10 years gives your money more time to grow through compounding. When you're young, it's not about investing big—it's about starting early. Even small amounts can turn into something powerful over time.

07/31/2026

Fun Fact Friday: Historically, many IPO stocks have a big "first-day pop". Some companies have seen their stock price rise 20%, 50%, or even more on day one!

However, long-term, many IPOs don't outperform the broader market, especially if they were overhyped at launch. IPOs can be exciting, but hype doesn't always equal long-term success—steady investing often wins in the end.

07/17/2026

Fun Fact Friday: The stock market is the only store where people run out screaming when things go on sale.

A quarter millennium of big dreams. Happy Fourth of July Weekend! Our office will be closed today on 7/3, in observance ...
07/03/2026

A quarter millennium of big dreams. Happy Fourth of July Weekend! Our office will be closed today on 7/3, in observance of the holiday.

06/26/2026

Fun Fact Friday:
Households with a written financial plan build up to 2–3x more savings over time than households without one. Why? Because:

A plan creates accountability
Progress becomes measurable
Decisions become easier, especially in uncertain markets

That's exactly why our team focuses on tailored, comprehensive planning—not one‑size‑fits‑all strategies.

06/12/2026

Fun Fact Friday:
Your savings rate can matter a great deal more than your investment returns.

Especially early on, how much you invest matters far more than what you invest in.

A high saver with average returns often beats a low saver with great returns.

05/29/2026

Happy 529 Day! A 529 plan is a simple, flexible way to start saving early - and it can be used for any family member. Here are a few fun facts (on Friday):

Many people are surprised to learn that 529 funds can be used for K–12 tuition, trade schools, vocational programs, and even study abroad, as long as the school is accredited.

529 plans can now help jump‑start retirement savings. Unused 529 funds can be rolled into a beneficiary's Roth IRA (up to $35,000 over time), offering a powerful long‑term planning opportunity.

You don't have to use your own state's plan.
Families can choose any state's 529 plan, comparing fees, investment options, and tax benefits to find the best fit.

529 plans cover more than tuition. They can pay for books, room and board, technology, required supplies, and more—helping manage a wider range of education-related costs.

Have questions on how it works? We are always here to help!

Address

25 W Michigan Avenue, Suite 240
Battle Creek, MI
49007

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+12699243080

Website

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