WEALTHVEST: RETHINKING RETIREMENT
Q1 2025 In Review & Outlook
WealthVest's Tim Pierotti and Drew Dokken have released the Q1 2025 In Review & Outlook, offering an in-depth analysis of how markets are reacting to the policies of the current administration.
This essential research is designed to equip financial professionals with the insights they need to stay ahead of the curve—enabling them to have more informed and meaningful conversations with clients as we head into Q2.
Key Takeaways Include:
Investor Sentiment: Analyzing how sentiment is shifting in today’s market.
Domestic & Global Trends: Key developments shaping both local and international markets.
Annuity & Structured Product Sales: Insights into the performance and outlook for these products.
Geopolitical Insights: How global politics is impacting financial markets.
Click below to download the full report and gain the context and data you need for to frame the debate with your clients.
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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.
