Advisor Training, Economic Updates Tim Pierotti, Chief Investment Officer Advisor Training, Economic Updates Tim Pierotti, Chief Investment Officer

What Did We Learn This Week? (10/20/2022)–60/40

This week Tim discusses the long-term view on the 60/40 portfolio. The traditional success of a 60/40 equity and bond allocation has been undermined by elevated inflation over the past year. While inflation will come down over the coming months, the secular risks such as deglobalization and aging demographic will lead to a more inflationary environment over the coming decade. The result is that a more defensive allocation that includes principal protection is warranted.

Read More
Economic Updates, Advisor Training Tim Pierotti, Chief Investment Officer Economic Updates, Advisor Training Tim Pierotti, Chief Investment Officer

The Seven Drivers of Inflation

In this video, WealthVest's Chief Investment Strategist Tim Pierotti sits down and covers the seven main drivers of inflation in August 2022. Being aware of the main causes behind today's inflation can help guide where we could be going moving forward and what pressures the US Economy could experience in the future.

Read More
Economic Updates, Advisor Training Tim Pierotti, Chief Investment Officer Economic Updates, Advisor Training Tim Pierotti, Chief Investment Officer

What Did We Learn This Week? (07/21)—Tim Pierotti, Chief Investment Strategist

As anyone who has been a reader of our work knows, we believe that there are several distinct structural forces that will lead to higher long-term inflation. We’ve written about energy underinvestment and declining productivity as contributors to the thesis. This week, we want to throw another factor onto that list and this one is more counter-intuitive than those previously discussed: declining populations. I say counter-intuitive because, like many, I had always looked at the example of Japan as evidence that declining populations would yield declining inflation.

Read More