The Bozeman Daily Chronicle has named WealthVest, a financial services marketing and wholesaling firm, as the top local employer – Gallatin’s Greatest - in the categories of Top Employee Recognition Program, Most Innovative Workplace and Best Benefits Program for 2022.

In this week’s post, Tim investigates oil supply and demand and the lack of chronic and structural investment in the refining space. He argues that while the US has become far more energy independent, the benefits may not be as disinflationary as we may hope.

In this video Tim discusses Factor Investing and goes over Quality, Momentum, Value, Size and Volatility Factors and how they function within an investment portfolio.

In this week’s essay, Tim discusses the problem of trying to value the equity markets based off consensus forward estimates. Wall Street estimates will always be behind the curve in a downturn and this time is no different. Stocks may look “cheap” on current estimates but those estimates are always far too high ahead of recessions.

In this week’s article, Tim dives into recent treasury yields. Arguing that while the near term inflation numbers may ease, the long-term effect of supply induced inflation is a secular issue.

On a recent Saturday in September, employees at WealthVest, a Bozeman-based financial services company, culminated a city-wide project to clean up local greenways, parks, trails and open spaces as part of National and World CleanUp Day. Bozeman served as one of six US media sites for this year’s CleanUp Day event, coordinated by WealthVest.

In this week’s article, Tim discusses the changing labor market in the US, the rise of union popularity and whether today’s inflationary pressures are secular or cyclical.

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 week’s article, Tim discusses the implications of the seemingly growing alliance between China and Russia, making the case that there is risk that deglobalization could accelerate as geopolitical tensions rise.

WealthVest, a financial services marketing and wholesaling firm, announced today that Riley Alferd, a well-regarded financial planning professional, has joined their nationwide team as a regional consultant.

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.

For the second year in a row, employees at WealthVest took part in the Annual Veterans Outreach Golf Tournament in Bozeman this August to raise funds for the Vietnam Veterans of America Southwest Montana Chapter 788.

WealthVest, a financial services marketing and wholesaling firm, in conjunction with Aspida Life Insurance Company (“Aspida”), a life insurance and annuity company, is now offering crediting strategies on an exclusive index from Invesco Ltd. on Aspida’s WealthLockSM Accumulator Fixed Index Annuity – developed jointly with WealthVest.

Labor Shortage

Wage inflation in the United States has increased dramatically since the US economy emerged from from the depths of the pandemic. Tim explores when will this parabolic wage growth in the United States top out and how fast it decline as the Fed raises rates.

With rakes, tree trimmers and trash bags in tow, employees at WealthVest spent a recent August morning helping the Gallatin Valley Land Trust complete annual maintenance work on the trails in and around Glen Lake Rotary Park in Bozeman.

Secular vs. Cyclical

On the back of recent CPI data, markets have rallied but Fed comments aren’t quite so bullish. In this article, Tim covers WealthVest’s stance on whether current inflation trends are secular or cyclical and highlights some headlines from top news stories to help illustrate our stance.

The Enduring Link Between Demography and Inflation 08/04/2022

To better understand the driving forces behind today’s inflationary pressures Tim dives into an analysis of age structures and their impact on inflation from the Bank of International Settlements. Their analysis looks at 22 advanced economies from 1870 to 2016 and shines a bright light on what inflationary pressures could be facing the US in the coming decades.

Montana’s Top Workplace program has selected WealthVest, a Bozeman-based financial services marketing, and wholesaling firm, as one of the top places to work in the state for 2022. The state-wide employer recognition program chose 11 companies to receive the distinction from nearly 800 Montana-based companies that were invited to participate.