WealthVest, a financial services marketing and wholesaling firm, has announced that Doug Davidson, a well-regarded financial planning professional, has joined their nationwide team as a Regional Consultant.

“Capital efficiency” in the US energy sector has evolved to where the return of cash is coming at the expense of future refining capacity and upstream production.

WealthVest, a financial services marketing and wholesaling firm, announced today the publication of a new research paper focused on the successes and failures of 60/40 portfolio allocations since 1928. The paper, titled “Rethinking 60/40: How Multi-Year Guaranteed Annuities Can Help”, examines alternative options to help protect against 60/40 negative years.

…I was short a lot of the same stocks as other traders and we were all trying to reduce exposure and manage risk at the same time pushing our respective positions higher and exacerbating our losses. We were well into the start of the Great Financial Crisis bear market, but in May, due to some piece of better economic data, the counter-trend rally was violent and I wasn’t handling it particularly well…

This week Tim explores if the Fed’s latest moves have set our economy up for a soft landing or if all of the other factors pressuring today’s economy are too much to overcome a recession.

Energy Transition is a Fantasy

In our second installment of our Facebook for Financial Professionals series, we dive deeper into Facebook’s marketing tools, specifically paid advertising and analytics, and how they can help you generate more visibility for your practice.

This week, Tim discusses Jerome Powell’s comments, Oaktree’s Howard Marks making the case on how today’s economy is fundamentally different than the last four decades, and the holy grail of nuclear fusion someday becoming a reality.

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).