Are you leading with data or intuition in 2026?

Data speaks louder than assumptions.
Lead your clients to clearer, more confident decisions.

Download 2025 In Review and 2026 Outlook

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The goal isn’t more opinions—it’s clearer understanding. Concise, data-backed insights on the macroeconomic trends that matter directly from our Chief Investment Strategist, Tim Pierotti.

70,000+ Podcast Downloads

• • •

50+ Annual Client Events

• • •

300+ Podcast Episodes

• • •

12 Quarterly Reports Published

• • •

100+ Articles Published

• • •

70,000+ Podcast Downloads • • • 50+ Annual Client Events • • • 300+ Podcast Episodes • • • 12 Quarterly Reports Published • • • 100+ Articles Published • • •

What you’ll gain from the 2025 in Review & 2026 Outlook

  • Data-backed analysis of 2025 market shifts and 2026 drivers

    This report provides genuine insights rooted in market behavior, not speculation.

  • Clear, defensible client talking points
    Use these insights to guide smarter, more confident conversations with your clients.

  • Portfolio Strategy & Global Trend Breakdown
    Understand the macro forces shaping 2026 and how to position portfolios accordingly.

“I can join the chorus of people that are giving great feedback regarding Tim Pierotti’s 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“

Senior Executive, Program Manager

Download 2025 In Review and 2026 Outlook

Need a Speaker for Your Next Advisor or Client Event?

Bring the same market insights from the 2025 Review, live and in-person.

Tim Pierotti, Chief Investment Strategist at WealthVest, brings decades of market experience to audiences ranging from advisor group meetings to private client groups. Work with us to find out more about this service.

A professional man wearing a dark gray suit, white shirt, and pink tie against a white background.

About Tim

Tim Pierotti is a distinguished equity researcher with over 25 years of experience in various aspects of the equities business. Prior to joining WealthVest, Mr. Pierotti spent seven years in Equity Research management roles at Deutsche Bank and most recently at BMO where he was a Managing Director and Head of US Product Management. Tim has 11 years of investment experience most notably as Head of Consumer Research and Portfolio Manager at The Galleon Group, a former NY based $8Bln Long/Short hedge fund. Tim is a graduate of Boston College and lives in Summit NJ.