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

The Fed just told us that we are now in a new secular inflation regime and the market didn’t pay attention

As a financial professional, there’s a lot you can do to build and/or enhance your Facebook presence and attract new clients to your practice. In part 1 of our blog, we outline how to optimize your page and post with intent to create more visibility for your practice.

During their annual employee food drive this November, WealthVest’s employees collected and donated more than 1,800 pounds of food to the Gallatin Valley Food Bank, nearly 200 pounds more than in 2021.

This week, Tim looks at the key question every investor and fiduciary may ask themselves before making a market decision, where could I be wrong?

In this video Tim covers the factors driving the secular energy inflation issue. Underinvestment, industry changes, geopolitical issues, and demand all contribute to high oil prices long term.

This week, Tim discusses the recent CPI report and how stagflation may come to more of a forefront in the coming months and how mild stagflation will become the new reality.

In this video Tim Pierotti looks at the four long term factors that contributed to the Great Moderation and how they have come to an end and how financial professionals can plan moving forward.

This week Tim discusses the Fed decision to raise the target rate 75 basis points and the long-term implications of today’s inflationary cycle.

In this video Tim covers the factors driving the secular energy inflation issue. Underinvestment, industry changes, geopolitical issues, and demand all contribute to high oil prices long term.

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.

In this week’s essay, Tim dissects the role men dropping out of the workforce has had on the overall Labor Force Participation Rate (LFPR).

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.