WealthVest: The Weekly Bull and Bear S7E1: Russia Halts the Gas
In this episode Drew and Tim discuss how economists are divided on whether or not we are in a recession, fewer Americans living paycheck to paycheck, corporate profits and Russia turning off the gas.
WealthVest: The Weekly Bull & Bear S6E12: Tim Pierotti Guest
In this episode of WealthVest: The Weekly Bull & Bear, Tim Pierotti comes back as a guest and discusses the GDP contraction, the job market, the Fed, fiscal policy and the prospect of stagflation.
WealthVest: The Weekly Bull & Bear S6E11: Louis G. Navellier, Navellier & Associates
In this episode of the Weekly Bull & Bear, Louis G. Navellier , Chairman and Founder of Navellier & Associates, joined Drew to discuss the global economic recovery, earnings season, the Fed attempt at lowering inflation, I-bonds, stagflation prospects, emerging markets and the Lifetime Income for Employees Act.
WealthVest: The Weekly Bull & Bear S6E10: Potential Russian Default
In this episode, Drew and Grant discuss concerns over inflation, the risk of stagflation, the potential of a Russian default and why U.S. exchanges didn't delist Russia
WealthVest: The Weekly Bull & Bear S6E9: Brainard's Comments
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss Lael Brainard's comments, the March job report, how households are adjusting to inflation, American concerns about a recession, the price of diesel, strategic oil reserves and the defense production act being invoked for EV battery materials.
WealthVest: The Weekly Bull & BearS6E8: WealthVest/ Janus Henderson March 2022
In this episode Matt Peron, Director of Research at Janus Henderson Investors, joined Drew and Grant to discuss the stock market for the rest of the year, the state of the economy, emerging market equities, oil prices, precious metals, inflation and whether or not younger investors will be more conservative.
WealthVest: The Weekly Bull and Bear S6E7: Fed Rate Hike
In this episode Drew and Grant discuss the Fed rate hike, the holdup in the nomination process, oil prices tumbling, suspending the gas tax as public policy, global recessionary risks, Russia nearing default and the effectiveness of sanctions.
WealthVest: The Weekly Bull and Bear S6E6: Russia and Ukraine at War
In this episode Drew and Grant discuss the Russian invasion of Ukraine, the response of the international community, stock performance in times of geo-political crisis and the aftermath, the global economic consequences of the war, Russia losing access to Swift, volatility-based commodity plays and REITS.
WealthVest: The Weekly Bull and Bear S6E5: WealthVest/ Drawing Capital February 2022
S6E5: WealthVest/Drawing Capital February 2022
Season 6, Ep. 5
In this episode of WealthVest: The Weekly Bull&Bear, Sean van der Wal and Sagar Joshi of Drawing Capital come back on the podcast.
Topics including: Tech stocks, major technological trends, the metaverse, corporations creating their own cryptocurrencies, automation and what it means for the future of work, and how the U.S. is lagging behind China in the race to 5-g are all covered.
WealthVest: The Weekly Bull and Bear S6E3: Solid Jobs Report and Meta Sell-Off
S6E3: Solid Jobs Report and Meta Sell-Off
Season 6, Ep. 3
In this episode of WealthVest: The Weekly Bull & Bear; Drew and Grant discuss Ark Invest, Amazon's earnings, the jobs report, Facebook's drop, the European Central Bank's interest rate policy and some of the newly proposed SEC regulations.
1040 Tax Guide: Locate Assets and Help Your Clients with Tax Deferral
With tax season here, WealthVest has recently released the 2022 1040 Tax Guide to serve as a way for financial professionals to build knowledge on using their client’s tax returns for deeper planning conversations. It will go through individual entry sections on the 1040 form that can reveal information on clients’ financial profiles. It can be used to lessen their tax burden, uncover planning opportunities, and help financial professionals know more about their clients’ investments.
WealthVest Publishes Definitive Guide On Retirement Income Planning
WealthVest and Wade Pfau, PH.D., CFA, RICP, release a special edition book, Redefining Retirement: A Safe and Secure Way Down the Mountain. The book features the culmination of Pfau's research on lifetime income and the role of annuities, and a guide on how financial professionals can utilize the concepts from the book with their clients.