Alex Strandell Alex Strandell

The Last Full Measure S1E3: The War on Terror

In this episode of the Last Full Measure, there is a focus on the War on Terror. The lives and stories of Lance Corporal Kyle Carpenter, Army Staff Sergeant Salvatore Giunta and Captain Florent Groberg are all covered.

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Alex Strandell Alex Strandell

The Last Full Measure S1E2: The Great Locomotive Chase

This is the second episode of the Last Full Measure. It covers the exploits of Corporal William Pittenger and the Andrews raiders, who stole a train deep behind enemy lines, with the objective of destroying rail, bridges, and telegraph wires along the way. It's a fascinating story, and one which Corporal William Pittenger would later write about in his book Daring and Suffering. Corporal William Pittenger was one of the first recipients of the Medal of Honor.

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Advisor Training Alex Strandell Advisor Training Alex Strandell

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.

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Alex Strandell Alex Strandell

5000 Years of Interest Rate History

This consumer-approved tool helps demonstrate the context for today’s near historic low interest rates. It takes a view on rates dating back to 3000 BC, all the way through today. Not only does it track global interest rate trends, but it also shows how the US 10 Year Treasury, stacks up against the Bank of England Discount Rate, the German Bund, and the Japanese discount rate since 1840. Low interest rates create unique problems for retirees, download this sales tool to help demonstrate historical context and possible solutions with your clients.

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Alex Strandell Alex Strandell

WealthVest: The Weekly Bull & Bear S6E4

WealthVest: The Weekly Bull & Bear S6E4 is now available.

In this episode of WealthVest: The Weekly Bull & Bear, Grant and Drew discuss the crisis in Ukraine, a decline in Covid cases, Disney stock, Uber earnings, inflation, mortgage demand, consumer debt and government debt across the globe.

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Alex Strandell Alex Strandell

Webinar: Tax Efficient Retirement Planning

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.

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Advisor Training Alex Strandell Advisor Training Alex Strandell

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.

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Alex Strandell Alex Strandell

WealthVest: The Weekly Bull & Bear S6E2 is now available

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.

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Jackson Bolstad Jackson Bolstad

WealthVest Employees Raise $3,000 for Homeless Youth

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.

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Alex Strandell Alex Strandell

WealthVest Weekly Bull & Bear Season 6: Episode 1

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.

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Alex Strandell Alex Strandell

Webinar: 2022 Economic Outlook with the Weekly Bull and Bear

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.

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Advisor Training Alex Strandell Advisor Training Alex Strandell

2022 Tax Summary: A tool for your practice

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.

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Jackson Bolstad Jackson Bolstad

WealthVest Employees Work To Combat Food Insecurity

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.

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