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.

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.

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.

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

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.

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.

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.

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.

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.

Join WealthVest's National Sales Manager, Charlie Yoachum, where he will walk through how you can utilize tax season to uncover more of your client's assets, positon tax deferral, and have deeper conversations surrounding retirement savings with your clients.

This webinar will feature WealthVest's 2022 1040 Tax Guide, 2022 Tax Summary, and Taxable Yield Chart. These tools help financial professionals have successful client conversations, and will feature sales ideas you can use in your practice.

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.

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 has released their updated 2022 Tax Summary as a reference of all the IRS information financial professionals and their clients need to have a successful tax year. Included for both 2021 and 2022 is – Standard Deduction amounts, Phase-out income limits, Social Security Info, Social Security COLA Adjustments, Uniform Lifetime and Life Expectancy tables, Retirement Contribution limits and income phase outs, tax credit info and marginal tax rates.

When it comes to marketing your practice, how you position your brand and services can have a major impact on the success of your marketing efforts. As a financial professional, capitalizing on seasonal marketing opportunities and events can help you stand out in distinct ways that drive attention to your practice throughout the year.

Many businesses use seasonal marketing to help shift consumer behavior positively in their favor. For example, the retail industry often leverages holidays and major events, like Valentine’s Day, the Super Bowl, Fourth of July, and Black Friday, to promote their products and influence consumer’s purchasing habits. Similarly, financial professionals can apply many of these same seasonal marketing tactics to help boost their brand awareness and relatability among their target audience, and in turn generate more revenue for their practice.

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.

March 2020 began a vicious market decline that saw portfolio values collapse. On March 23rd the Dow hit a low of 18,213.65*. This was not the first market correction that occurred this century. The first few years of the early 2000’s were marred by the losses of the Dot-com bubble bursting, and fast forward to 2008, we saw the housing bubble burst and the beginning of the “Great Recession.” While, markets have greatly recovered this year, the tumultuous nature of the first few months greatly depleted investors savings.

How do you demonstrate timing and sequence of returns risk with your clients? The consumer-facing sales tool “The Hatfields and Mccoys” tells a simple yet effective story on sequence of return risk. In the piece, we examine two hypothetical families entering retirement at age 65, but under different circumstances. Both families retire with $500,000 of their nest egg fully invested in the S&P 500® index. They both withdraw 4% annually, with a 2.5% increase each year to keep pace with inflation. The McCoys experience the annual returns from years 1978 to 2008, while the Hatfields experience the same returns, but in reverse chronological order, with a key point being that the annual return for 2008’occurs during their first year of retirement and the return for 1978 is their last.

When I sat down in early February to reevaluate the piece, What’s Your Favorite Fixed Income Alternative, the 10-year treasury hovered near historic lows, by March, they had plunged further than many expected. March was the most volatile month we’ve seen since the Great Depression, not only in equities, but in bonds too. U.S. sovereign debt has traded at highest highs, with yields dropping to .318% on the 10-year and 1.34% on the 30-year*. Falling interest rates have resulted in gains for bond funds and bonds trading in the secondary market. With bonds trading at record highs, talk to your clients about potential bond alternatives for a few reasons.

Have you heard of structured annuities, buffered annuities, registered index-linked annuities or variable index annuities? With so many different names for the same product line it can become confusing but since LIMRA uses registered index-linked annuities (RILAs), I will use it to describe the fastest growing segment in the annuity space and give reasons why sales are accelerating so rapidly.