Navigate Uncertainty with Tim Pierotti

WealthVest is helping financial professionals navigate uncertain times with distinguished equity researcher Tim Pierotti. We have developed webinars, blogs, and videos to be you and your clients guide to navigate uncertainty. Tim provides insight on macroeconomic developments, as well as explaining WealthVest’s overall view on the markets. Tim’s focus is on building webinars, presentations, in-person or digital conferences with financial professionals, videos, sales tools, whitepapers, podcasts, blogs and research reports for both financial professional and consumer use. Tim is the co-host of WealthVest: The Weekly Bull and Bear and writes weekly updates on the market.

To invite Tim to present at your business fill out the form by clicking the button below or reach out to your contact at WealthVest.

Topics Tim can present on include: Inflation, Changing Demographic Trends, US Economic Policy, and Global Markets.

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Introducing WealthVest: Rethinking Retirement Quarterly Reviews

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THE GROWTH OF PRIVATE EQUITY’S ROLE IN US ANNUITIES

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“I can join the chorus of people that are giving great feedback regarding Tim Pierotti presentation to my team. It’s refreshing to find an economist that can provide an economic update and subsequently translate that into how we can help our clients. It’s great knowing we have partners like Wealthvest that provide so much support to our program. Between economic updates, industry roundtables and sales support, Wealthvest has really turned into a key partner for our program. Thanks for your partnership. I look forward to even a better year in 2023.”

Andrew Hahn
Senior Executive, Program Manager
Northwest Investment Services
“We were fortunate to have Tim Pierotti as the featured speaker on a regional call. Tim has a unique ability to break down detailed economic information into an easily understandable and entertaining presentation. He is very engaging and his talk generated significant audience participation, questions and discussion as well as follow-up requests for copies of his materials. I hope we can have him back for additional events!”

David Kaluza
Growth Officer
Cetera Investment Services
“I found Tim to be a very Insightful, well educated resource that was able to deliver a very easy to understand Macro-Economic picture of the economy and the risk and opportunities to look for. Both myself and my colleagues with multiple years of Experience found Tim’s insight to be very direct and refreshing. It was nice to hear a common Man’s approach to a very complex subject. (the Economy) Tim’s presentation was very concise and informative. I would be comfortable putting Tim Pierotti in front of any Group of Advisors, Senior Executives or Clients.”

Bob Carroll
Vice President, Relationship Manager
Infinex Financial Group
“We are always looking to provide our advisors valuable insights on Economic Outlook, Practice Management, Product Trends, and other strategies. Tim’s presentation was well paced, and provided a great deal of timely economic data alongside relevant and personalized analysis. We received great feedback from the audience, and we’ve even had the team request a copy of the presentation, or a copy of the recording for them to listen back. We would love the opportunity to partner with you on future calls like these. Thank you!”

Angelo Pietri
Vice President, Relationship Manager
Infinex Financial Group

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Headline is Hot, but Markets See Cooling

Today’s CPI data looks promising, however our concern is that there will come a day when the market comes to the epiphany that inflation really isn’t transitory and that we are in a new world defined by secularly tight labor, tariffs, isolationism and commodity volatility all of which beget higher long-term rates, higher cost of capital and slower growth.

All About the Inflation Data

So far, amid AI mania, the market has shrugged off the indicators of an inflation reacceleration, but a new study from the San Francisco Fed tells us we should be hyper-vigilant as new inflationary data comes available.