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.

S6E2: Rebound Week

Season 6, Ep. 2

In this episode of WealthVest: The Weekly Bull&Bear, Grant and Drew discuss recent earnings reports and stock movers, GDP growth, The IMF's forecast on the global economy, new faces at the Fed, the possibility of a half-point rate hike, the U.S. Innovation and Competition Act and how companies have been forced to adapt to attract workers.

As part of a company-wide challenge, 26 WealthVest employees took a dip in the frozen, snow-covered Bozeman Pond this January to raise funds for at-risk and homeless youth in the Bozeman, Montana area. The $2,600 will be donated to Bozeman Public School’s McKinney-Vento Homeless Assistance Program, which provides homeless students with basic essentials, like food, clothing, and transportation.

In the season 6 premiere of WealthVest: The Weekly Bull& Bear, Jonathan Golub, Chief U.S. Equity Strategist and Head of Quantitative Research at Credit Suisse joins Drew and Grant to discuss GDP forecasts, earnings season, unemployment, inflation, Fed policy coming into 2022 and the bond market.

As our world changes so frequently, your clients look to you for your expertise and knowledge on the markets. At WealthVest, our goal is to be your go-to-resource for retirement income planning, and market knowledge.

With that in mind, its 2022, what are your clients concerned about this year, and what can they look forward to? In this webinar, our hosts from WealthVest's the Weekly Bull and Bear Podcast, Drew Dokken, and Grant Collins, will discuss today's economic outlook for the coming months, and what is important talking points to guide you in your client conversations. As our world changes so frequently, your clients look to you for your expertise and knowledge on the markets. At WealthVest, our goal is to be your go-to-resource for retirement income planning, and market knowledge.

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.

During their Annual Employee Food Drive Competition this November, WealthVest’s employees collected and donated more than 1,600 pounds of food to the Gallatin Valley Food Bank. The donation will support the nonprofit’s mission to improve food security across Southwest Montana, especially during the holiday season.

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.