In celebration of Earth Day, employees at WealthVest, a Bozeman-based financial services wholesaling firm, spent the afternoon collecting and disposing of nearly 30 large, black trash bags full of items found along the roadways and greenways near their corporate office on Manley Road.

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

Investing relies on predicating future trends and U.S. treasury rates remain a popular indicator. The 10-Year U.S. Treasury can be used as a proxy for mortgage rates and consumer confidence. This rate compared to a lower term rate such as the 2-Year Treasury Rate is an important barometer of the economy. When analyzing the spread between the 10-Year and 2-Year rates, the data is plotted on a graph and the changes in shape can tell a broader story.

As a financial professional, you might be wondering what you can do to improve your impact on the environment. It turns out that the financial industry plays a big part in achieving sustainability.

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.

Industry expert joins WealthVest to oversee the distribution of MassMutual’s long-term care product line.

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 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.

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.

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.

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.

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.

In this premiere episode of the Last Full Measure, the history of the Medal of Honor is discussed. In particular, there is an emphasis on the American Civil War.

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.

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.

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.