WealthVest, a financial services marketing and wholesaling firm, announced that William “Bill” Saig, a financial professional, has joined their nationwide team as a Regional Vice President.

Thinking Out Loud on Productivity

Not so Fast Jerome

Powell Wants to Cut. Data Says Not So Fast

This week Tim discusses how Congressional polarization will become costly in an inflationary world.

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.

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.

Bonds have been weak over the last month as various inflationary data have come in hotter than expected. CPI, PPI, the prices paid component of both the NY and Philly Fed, NFIB pricing expectations, and import prices.

This week’s Fed minutes reinforced the idea that the Fed will need to see a weaker economy, tighter financial conditions, and a resumption in the downward trend of inflation before making any changes.

What begets that pessimism, I don’t claim to know. But, when we do see it, be prepared. The greatest traders in the world can’t pick bottoms or tops. They buy the speculation and greed phases of bull markets for sure, but they take profits, and they buy some protection along the way.

This unprecedented wage growth is a two-edged sword. Stronger wages are inflationary, but it also means that people have more money to spend and they are clearly spending it. So where does that leave us? Confused firstly.

WealthVest, a financial services marketing and wholesaling firm, announced that Alex Daigle, a financial professional, has joined their nationwide team as a Regional Vice President.

Ten True Contradictions from Tim Pierotti

WealthVest, a financial services marketing and wholesaling firm, announced that Chase Boswell V, a financial planning professional, has joined their nationwide team as a Regional Vice President.

Secularly tight labor markets mean higher wages which translate to greater demand and continued pressure on services inflation. The disinflation trend is slowing if not bottoming out.

This week Tim Pierotti writes about America's new found unwillingness to promote international cooperation and the risk that the end of "Pax Americana" drives secular inflation.

Financial professionals and clients can now allocate funds to 6 high watermark strategies across 3-surrender periods with Aspida’s WealthLock Accumulator Fixed Index Annuity.

In this video, WealthVest National Sales Manager, Charlie Yoachum, introduces Quarterlock SM, a new and sophisticated crediting option. Quarterlock SM is a unique crediting strategy for fixed index annuities that automatically locks in the highest quarterly index value, protecting against unexpected index decreases.

Tim pays homage to the late Byron Wein, and offers ten views that we believe will come to fruition.