https://www.wealthvest.com/wealthvestblog daily 0.75 2026-03-18 https://www.wealthvest.com/wealthvestblog/events-paradigm-shifts monthly 0.5 2026-03-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b105411c-c7e3-42e1-8d85-d37cf77dea0f/Blog+26.jpg WealthVest Blog - Events and Paradigm Shifts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Events and Paradigm Shifts Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/kevin-beard-honored-wsr-pathfinder-2026 monthly 0.5 2026-02-24 https://www.wealthvest.com/wealthvestblog/greenland-tariffs-context monthly 0.5 2026-03-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/fd8565d7-4860-49a6-b190-6ee19a78511b/Header+%281%29.jpg WealthVest Blog - Greenland, Tariffs, Context, Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Greenland, Tariffs, Context, Questions Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/pierotti-for-fed-chair monthly 0.5 2026-01-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b7846be5-dac3-4115-83c4-81243c5e5307/Header+17.jpg WealthVest Blog - Pierotti For Fed Chair - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Pierotti For Fed Chair Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/tis-the-season monthly 0.5 2025-12-19 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/4cbdb42d-0ace-442c-bfe4-44a04aa4796f/Header.jpg WealthVest Blog - ‘Tis the Season of Forecasting Folly - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - ‘Tis the Season of Forecasting Folly Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-receives-soc-2-type-ii-attestation-2025 monthly 0.5 2026-02-24 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/741cf320-3c5b-4788-a9eb-7c22f0caeff6/Artboard+1.jpg WealthVest Blog - WealthVest Receives SOC 2 Type II Attestation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/third-fed-rate-cut monthly 0.5 2025-12-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/4495f404-bda5-4913-aaf5-954430aca733/Header.jpg WealthVest Blog - The Good and the Bad of a Third Fed Mandate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Good and the Bad of a Third Fed Mandate Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/nothing-but-bad-options monthly 0.5 2025-12-04 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/aa7749fa-e5cf-4e0f-a382-4b5dcbd2e384/Header+13.jpg WealthVest Blog - Nothing but Bad Options for the Fed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Nothing but Bad Options for the Fed Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/economic-kryptonite monthly 0.5 2025-11-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/f440341e-c277-4d7d-b24c-6aa972ade8b4/header.jpg WealthVest Blog - Populism’s Economic Kryptonit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Populism’s Economic Kryptonit Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/conundrum monthly 0.5 2025-11-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Fed’s Employment Conundrum Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-taps-industry-veteran-kevin-beard-to-lead-strategic-growth-initiatives-for-broker-dealer-and-bank-partners monthly 0.5 2025-10-28 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/605a1597-1724-4f3a-8994-48208785b256/WealthVest_KevinBeard.jpg WealthVest Blog - WealthVest Taps Industry Veteran Kevin Beard to Lead Strategic Growth Initiatives for Broker-Dealer and Bank Partners “During my career, I've seen firsthand the operational hurdles, the increased regulatory burden and increased technology arms race that have stalled growth for broker-dealers and banks," Beard said. "That's why I am excited to partner with WealthVest and empower firms with a simpler, smarter way to deliver best-in-class service and high-quality solutions to their clients. I’m ready put my experience driving broker-dealer growth and profitability at Atria to work, helping small and mid-size firms scale with confidence and clarity.” https://www.wealthvest.com/wealthvestblog/sobriety-ai monthly 0.5 2025-11-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/ad3043de-5496-4d97-bdf6-c6467389c287/infinitemoney.png WealthVest Blog - Sobriety Checks on the AI Highway - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Sobriety Checks on the AI Highway Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/fed-cutting-with-gold monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/47930a7c-b65b-41b4-a497-3fcc61c2641e/Picture1.png WealthVest Blog - Fed Cutting with Gold and Risk Assets Ripping - Make it stand out ISM Services Prices Paid suggest more upside to CPI https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/2b3548d3-bddb-4b12-b349-4991c0b1e22a/Artboard+11+copy+%281%29.png WealthVest Blog - Fed Cutting with Gold and Risk Assets Ripping - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Fed Cutting with Gold and Risk Assets Ripping Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/sixfedcuts monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/876bde99-0cdd-4dd6-947d-d152eaae8629/ISM.webp WealthVest Blog - Six Fed Cuts - Make it stand out ISM Services Prices Paid suggest more upside to CPI https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/7162912b-35b7-4ff9-8867-8e0b8cfe12bf/Header+12.jpg WealthVest Blog - Six Fed Cuts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Six Fed Cuts Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-partners-with-institutional-securities-corporation-to-distribute-structured-products monthly 0.5 2025-09-08 https://www.wealthvest.com/wealthvestblog/bad-news-good-news monthly 0.5 2025-09-09 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/472352f7-fe51-4a55-86f0-b40df9ade77e/Header+11.jpg WealthVest Blog - Bad News is Good News for How Long? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Bad News is Good News for How Long? Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/fed-meeting-august-2025 monthly 0.5 2025-09-05 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Key Quotes and Our Thoughts from Fed Minutes Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/jackson-looms-large monthly 0.5 2025-08-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Jackson Hole Looms Large Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-globally-recognized-as-great-place-to-work-in-2025 monthly 0.5 2025-08-08 https://www.wealthvest.com/wealthvestblog/free-money monthly 0.5 2025-08-14 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Free Money Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/housing-softness-serendipity monthly 0.5 2025-08-07 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/e5204039-044b-483e-86a2-3928cbac184a/HousingSoftnessJuly2025.jpg WealthVest Blog - Housing Softness Serendipity  - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Housing Softness Serendipity  Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/mismatch-employment monthly 0.5 2025-07-31 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/58ac75bf-251b-47ba-99c2-eca97638e894/630.png WealthVest Blog - The Ever-Widening Labor, Employer Mismatch - Make it stand out Source: Derek Thompson https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/c48bbdc4-3cca-4daa-873b-e0be68a5765c/A1042-09.png WealthVest Blog - The Ever-Widening Labor, Employer Mismatch - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Ever-Widening Labor, Employer Mismatch Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/apple-china monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/c84d7d74-2420-4041-a7af-c06a31e100e9/Picture1.jpg WealthVest Blog - Apple in China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/never-say-die-consumer monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/549a97a4-9b98-4b84-a1cd-9118e38883bf/Header+6.jpg WealthVest Blog - The Never-Say-Die US Consumer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Never-Say-Die US Consumer Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/who-pays-the-tariff monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/aad53cf9-15a0-4a32-b066-8d9cba4457f6/Artboard+11+copy+7.png WealthVest Blog - Who Pays the Tariff? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Who Pays the Tariff? Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/false-prophets monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/c74f3a68-1dde-4826-8c21-1f0f55e5f222/Header+5.jpg WealthVest Blog - Beware of False Prophets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Beware of False Prophets Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/fiscal-responsibility monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/f91355e1-b9ad-4d90-936e-aa882ff23f5c/FRED519.png WealthVest Blog - All Eyes on Congress and Our Waning Fiscal Credibility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/dc511652-4856-43d4-9a78-894804233576/Header+3.jpg WealthVest Blog - All Eyes on Congress and Our Waning Fiscal Credibility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - All Eyes on Congress and Our Waning Fiscal Credibility Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/hope-starts-with-housing monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/63cab923-2728-4599-9e9f-197d08ca5550/eb82939a-00a0-48db-85f0-dc2a820a9060_780x433.jpg WealthVest Blog - H.O.P.E. Starts with Housing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/972115d7-8c3b-4d11-9459-65ae0c955962/Artboard+11+copy+8.png WealthVest Blog - H.O.P.E. Starts with Housing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - H.O.P.E. Starts with Housing Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/making-sense-of-the-senseless monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b0333950-b445-4319-9c80-2b2fe0c6ceda/header+4.png WealthVest Blog - Making Sense of the Senseless - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Making Sense of the Senseless Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/facts-vs-political monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/41687d2e-9b88-4690-b6d8-b21048c53270/Artboard+11+copy.png WealthVest Blog - Facts vs Political Fiction in the Oil Patch - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Facts vs Political Fiction in the Oil Patch Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/sentiment-cried-wolf monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/581c93ba-47da-42ef-b366-15478f3038eb/Bloom.png WealthVest Blog - The Sentiment Data That Cried Wolf - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/0f6d1338-3b01-408c-83cf-86e27221354e/4-30-2025-header.png WealthVest Blog - The Sentiment Data That Cried Wolf - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Sentiment Data That Cried Wolf Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/regressiveness monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/94ca3001-0231-4ec3-9c6b-dd233b585af8/A1037+-+Regressiveness-09.png WealthVest Blog - The Regressiveness of Tariffs is the Problem - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Regressiveness of Tariffs is the Problem Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/mill-never-coming-back monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/9c98dbdb-f7f9-48cb-8915-420ee3631334/header+3.png WealthVest Blog - The Mill is Never Coming Back - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Mill is Never Coming Back Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/housing-stocks-arent-buying-the-radical-experiment monthly 0.5 2025-07-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/d26b2aea-5756-4689-8bfd-47b8c651d930/Header.png WealthVest Blog - Housing Stocks Aren’t Buying the Radical Experiment - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/7662d20b-069e-4b2d-ba44-c5669b19b843/Graph.png WealthVest Blog - Housing Stocks Aren’t Buying the Radical Experiment - Make it stand out Housing Socks Since Oct ‘24. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Housing Stocks Aren’t Buying the Radical Experiment Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/febezzle monthly 0.5 2025-03-19 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/28bc82de-01ed-46cf-840a-c1ed3a2c73cc/febez.png WealthVest Blog - The Dreaded Febezzle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/0abf6444-b2b7-44a0-8782-d4a7c1b160fd/A1033+-+What+the+Febezzle+is+Going+On-03.png WealthVest Blog - The Dreaded Febezzle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Dreaded Febezzle - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/bessent-put monthly 0.5 2025-03-19 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/6e8bc26f-8e5e-418d-90fc-5c43103d9cc8/blog.jpg WealthVest Blog - The Bessent Put - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Bessent Put - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-awards-500-scholarship-to-montana-state-university-sales-competition-winner monthly 0.5 2025-02-05 https://www.wealthvest.com/wealthvestblog/aspida-and-wealthvest-announce-a-suite-of-new-and-enhanced-indice monthly 0.5 2025-01-28 https://www.wealthvest.com/wealthvestblog/best-practices-for-financial-professionals-when-working-with-female-clients monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/fdb0c231-70ff-4615-b162-08e1ce146125/WealthVest_ShannaStrandell.jpg WealthVest Blog - The Great Wealth Transfer: Why Financial Professionals Need to Adapt Their Approach to Women Clients - Shanna Strandell Marketing Content Manager – WealthVest https://www.wealthvest.com/wealthvestblog/wealthvest-promotes-anthony-lewis-to-chief-operating-officernbspnbsp monthly 0.5 2026-01-30 https://www.wealthvest.com/wealthvestblog/wealthvest-promotes-andrew-keizer-to-chief-marketing-officer monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/61148e09-9b8a-4fe2-9e82-6585b7868ec7/WealthVest_AndrewKeizer_Web.jpg WealthVest Blog - WealthVest promotes Andrew Keizer to Chief Marketing Officer - Make it stand out Meet WealthVest’s new chief marketing officer, Andrew Keizier. https://www.wealthvest.com/wealthvestblog/wealthvest-receives-soc-2-type-ii-attestation monthly 0.5 2025-12-04 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b0d59651-bb9a-4bb4-b52e-c86fae6a7e8e/SOC+2+Type+II+Audited+1080x1080.jpg WealthVest Blog - WealthVest Receives SOC 2 Type II Attestation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/reality-of-tariffs-a8yst monthly 0.5 2025-02-07 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1734460268097-8A70CWUD8TCGSRE656IJ/blog+2.png WealthVest Blog - Valuations? We’re Talking About Valuations? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Valuations? We’re Talking About Valuations? - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/reality-of-tariffs monthly 0.5 2024-12-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/5324517f-fd9b-46b0-b754-adeb7dc20998/EffectofTariffs.png WealthVest Blog - The Reality of Tariffs vs the Rhetoric - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Reality of Tariffs vs the Rhetoric - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/inflation-all-about-headlines monthly 0.5 2024-12-03 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/871b3e60-60b0-42c6-818a-7fb8b08bb3cd/blog+%281%29.png WealthVest Blog - Inflation is all about the Headlines - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Inflation is all about the Headlines - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/global-capitalisms-checks-and-balances monthly 0.5 2024-11-21 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Global Capitalism’s Checks and Balances - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/the-economic-realities-of-illegal-immigration monthly 0.5 2024-11-08 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/d0a131d9-0393-4b4d-92b8-b6b0348f8f2a/blog-image.png WealthVest Blog - The Economic Realities of Illegal Immigration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Economic Realities of Illegal Immigration - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/ayatollah monthly 0.5 2024-10-16 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - What if the Ayatollah Has No Clothes? - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/markets-dont-lie-people-do monthly 0.5 2024-10-07 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Who do You Believe: Stocks, Bonds, Oil or Gold - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/housing-bull-and-bear-in-a-two-minute-read monthly 0.5 2024-08-29 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b76daa2f-2e2b-4a82-aff4-f803ae72f353/blog.png WealthVest Blog - Housing Bull and Bear in a Two Minute Read - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Housing Bull and Bear in a Two Minute Read - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/unemployment-recessions-and-reflexivity monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/dd3b890d-dadc-4d8b-9443-218af38c1be8/FRED8.2.2024.png WealthVest Blog - Unemployment, Recessions and Reflexivity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Unemployment, Recessions and Reflexivity - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/narrative monthly 0.5 2024-08-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/3889e3b3-bd38-4efb-bbb0-23dd5f9e4405/blog-imageNarrative.png WealthVest Blog - Narrative Follows Price - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/35dd6460-d581-4590-8021-0be0490564fb/Sentiment.jpg WealthVest Blog - Narrative Follows Price - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Narrative Follows Price - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/credibility718 monthly 0.5 2024-07-23 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/51a54df0-785b-4d3b-b635-50e9e92514af/post-pic.png WealthVest Blog - Credibility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/5313408d-d3ae-4880-99a7-ae886b9a481d/Credibility.png WealthVest Blog - Credibility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Credibility - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/maganomics monthly 0.5 2024-07-22 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/a211349b-692c-4342-95b4-27ff55642ffe/maga.jpg WealthVest Blog - Contemplating MAGAnomics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - Contemplating MAGAnomics - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/the-vigilantes-are-comingsomeday monthly 0.5 2024-07-22 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/bb521ce6-049b-4895-b5a1-e088c6d0830a/A8001w.jpg WealthVest Blog - The Vigilantes are Coming…Someday - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8e745038-d019-4885-b41c-b770420af3d4/WealthVest_TimPierotti.jpg WealthVest Blog - The Vigilantes are Coming…Someday - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/stagflation-oil-hjyxm monthly 0.5 2024-07-10 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Election Year Trade Wars - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/stagflation-oil monthly 0.5 2024-05-15 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Oil and Stagflation Speculation - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/two-uber-drivers monthly 0.5 2024-07-22 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - The Tale of Two Uber Drivers - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-adds-bill-saig-to-its-wholesaling-team monthly 0.5 2024-05-29 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/f0181c8e-0a0f-4675-bb8b-ce42e590ea0d/D1071c+-+Bill+Saig.jpg WealthVest Blog - WealthVest Expands Wholesaling Team with New Wholesaler - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/outloud-productivity monthly 0.5 2024-04-30 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/deac0344-39e4-4fe1-b95c-116a32dd8d45/Frednonfarm4.12.png WealthVest Blog - Thinking Out Loud on Productivity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Thinking Out Loud on Productivity - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/not-so-fast-jerome monthly 0.5 2024-04-12 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/fc2d216f-2d01-4751-8aef-fb7a461935a2/CoreCPI+Inflation.png WealthVest Blog - Not so Fast Jerome - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Not so Fast Jerome - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/powell-4-2-2024 monthly 0.5 2024-04-10 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Powell Wants to Cut. Data Says Not So Fast - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-deploys-new-distribution-team-representing-aspida monthly 0.5 2024-03-25 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1711396515890-UAFU3I8TKW5QRSBX8TZC/WealthVest_MarkAndelin.jpg WealthVest Blog - WealthVest Deploys New Distribution Team Representing Aspida - Mark Andelin https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1711396518995-ZRH1HAJJUMRLL9B0T53D/WealthVest_EmersonKing.jpg WealthVest Blog - WealthVest Deploys New Distribution Team Representing Aspida - Emerson King https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1711396546852-32PR8GCJFGWVZIX2JL8C/WealthVest_RyanAkers.jpg WealthVest Blog - WealthVest Deploys New Distribution Team Representing Aspida - Ryan Akers https://www.wealthvest.com/wealthvestblog/end-of-prudence monthly 0.5 2024-04-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/5be0ccfc-876d-42c1-ab0d-357bbefd885d/Competitive+US+House+District.png WealthVest Blog - The End of Prudence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - The End of Prudence - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/headline-is-hot monthly 0.5 2024-03-19 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Headline is Hot, but Markets See Cooling - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/all-about-inflation-data monthly 0.5 2024-03-12 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b7604fc2-bf3f-4bc8-9848-1f4601abbff2/Fin+Conditions.png WealthVest Blog - All About the Inflation Data - Make it stand out Index Values since November 2021 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1759efce-cdd9-4152-8109-5dcd0c375dcd/Goldman.png WealthVest Blog - All About the Inflation Data - Make it stand out Goldman Sachs FCI since 1998 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - All About the Inflation Data - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/pce-jobs-2-2024 monthly 0.5 2024-03-05 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - PCE and Jobs – Higher for Longer - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/sideways-is-fine monthly 0.5 2024-03-19 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Sideways is Fine - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/einhorns-epiphany monthly 0.5 2024-02-22 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Einhorn’s Epiphany - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/strong-payroll-2-2024 monthly 0.5 2024-02-22 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Strong Payrolls But Data is All Over the Map - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-adds-alex-daigle-to-its-wholesaling-team monthly 0.5 2024-04-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/d8a6b7d6-7faa-45cd-8dee-e57aca482765/D1070a+-+Alex+Daigle+1080x1080.png WealthVest Blog - WealthVest Adds Alex Daigle to its Wholesaling Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/10-contradictions monthly 0.5 2024-02-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Ten True Contradictions - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-adds-chase-boswell-to-its-wholesaling-team monthly 0.5 2024-01-30 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/c4d0e4e1-d697-4cdf-8ecf-fab48aee7593/D1069c+-+Chase+1080x1080.png WealthVest Blog - WealthVest Adds Chase Boswell V to its Wholesaling Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/cpi-and-jobless-claims monthly 0.5 2024-01-16 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - CPI and Jobless Claims - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/the-jungle monthly 0.5 2024-01-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/eaa334e0-5733-4e37-b3d2-5e31ca710d1b/Protectionism.png WealthVest Blog - The Jungle Grows Back - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - The Jungle Grows Back - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/aspida-and-wealthvest-add-new-index-strategies-and-5-year-product-to-wealthlock-accumulator monthly 0.5 2023-12-15 https://www.wealthvest.com/wealthvestblog/charlie-yoachum-talks-about-quarterlocksm monthly 0.5 2023-12-20 https://www.wealthvest.com/wealthvestblog/ten-variant-views monthly 0.5 2023-12-28 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - TEN VARIANT VIEWS FOR 2024 - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-signs-agreements-with-3-broker-dealers-to-distribute-prosperity-life-groups-new-fixed-indexed-annuity monthly 0.5 2023-12-12 https://www.wealthvest.com/wealthvestblog/lower-rates-vs-lower-earnings monthly 0.5 2023-12-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Lower Rates Trumping Lower Earnings for Stocks - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/tesla-sp500 monthly 0.5 2023-12-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - As Goes Tesla, So Goes the S&P - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/disillusion-of-the-grindstone monthly 0.5 2023-11-29 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - The Disillusion of the Grindstone - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/100-percent-fjbbx monthly 0.5 2025-08-05 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1588472f-9949-49e4-9994-c7eb5dd62f90/Federal+gov+current+expendatures.png WealthVest Blog - Deficits, Populism, and Higher Rates - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Deficits, Populism, and Higher Rates - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-and-lpl-financial-now-offering-prosperity-life-groups-wealthsecure-plus-annuity-to-advisors-and-their-clients monthly 0.5 2023-11-13 https://www.wealthvest.com/wealthvestblog/100-percent monthly 0.5 2023-11-13 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - 100% Used To Be Pretty Good Odds - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/qra-11-1-23 monthly 0.5 2023-11-07 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What is the QRA and why does everyone all of a sudden care about it? - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/accentuate-the-positive monthly 0.5 2023-11-01 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Accentuate the Positive - Saudi Spare Capacity to Jets QB Zach Wilson - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/cpi-and-setting-the-table monthly 0.5 2023-10-12 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/fc6ad3e9-0e00-463e-aa37-81c08ca1df1e/Months+After+Last+Rate+Hike.gif WealthVest Blog - CPI and setting the table for the next move in the Ten-year - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - CPI and setting the table for the next move in the Ten-year - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/jobs-oct-2023 monthly 0.5 2023-10-12 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - 336k jobs With Positive Revisions? - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/oil-sept-2023 monthly 0.5 2023-10-06 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/9dbe91ac-4697-45b3-9361-04ceb8bcbc72/Crude-Oil.jpg WealthVest Blog - OIL - Make it stand out Source: Yahoo! Finance, Crude Oil Nov 23, (CL=F), https://finance.yahoo.com/quote/CL%3DF/history?period1=1672531200&period2=1695859200&interval=1d&filter=history&frequency=1d&includeAdjustedClose=true https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - OIL - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/upsidebreakout monthly 0.5 2023-09-28 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/3cbd58c1-36a8-4a38-b2cf-5f5f5469a15f/Treasury+Yield+10+YR+9.21.2023.png WealthVest Blog - Upside breakout but not in a good way - Make it stand out The Fed increases their projection of growth and inflation but more as a mark-to-market exercise versus a change in their future view. The Summary of Economic Projections (SEP) or better known as “The Dot Plot” indicates that the committee still sees one more hike this year, but the median of the committee projections now foresees only two cuts in 2024 as opposed to four previously. The Dot Plot is a forecast and as Chairman Powell said yesterday, “Forecasters are a humble lot with much to be humble about.” Chairman Powell is always eager to remind us that the projections are essentially meaningless because the Fed is data-dependent, again, as always. No decision about November or next year has been made. Just like the rest of us, they are going to analyze the data as it comes in. The concern of the market is not so much the Fed as it is the Treasury. It is Janet Yellen and not Jerome Powell who decides whether to issue bills, notes or bonds and it is Yellen that recently decided that after an extended period of reliance on short term issuance, the Treasury in coming months will sell longer dated securities. Supply matters and supply is going higher. We remain of the “Higher for Longer” view: the economy and consumer demand will continue to plug along at a slow growth pace but not weak enough to beget a spike in layoffs and meaningfully lower corporate spending and therefore inflationary pressures will remain too high for the Fed to shift to cuts. That said, my concern is that if I’m wrong, the risk is to the economic downside as opposed to a re-acceleration of the economy. Cost of capital and the availability of capital still matter, but the lags to monetary policy will be longer in this cycle given the credit insensitivity of consumers with low-rate thirty-year mortgages, accumulated wealth in the top economic cohorts, excess fiscal spending, and the credit insensitivity of corporations with termed out debt. To be clear, the lags are longer, which is not to say irrelevant. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Upside breakout but not in a good way - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-releases-advanced-level-continuing-education-course-on-income-planning monthly 0.5 2023-09-15 https://www.wealthvest.com/wealthvestblog/two-sides-same-coin monthly 0.5 2023-09-21 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Two Sides to the Same Coin - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/economic-consequences-of-populism monthly 0.5 2023-08-29 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/c4fd3c83-812d-4674-b494-57c5143f997c/NewHeightsDebt.png WealthVest Blog - Populism’s Economic Consequences - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/a2c9390f-30a4-4b5c-a330-9563a791e3e4/Gallup+vs+Michigant+ICE.png WealthVest Blog - Populism’s Economic Consequences - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Populism’s Economic Consequences - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/guesstimating monthly 0.5 2023-08-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/aa35c97f-f6ec-4050-a530-96e0b5defcd2/Federal+Debt+Under+The+Baseline+and+Eight+Alternative+Scenarios.png WealthVest Blog - Guesstimating - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Guesstimating - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/the-myth-of-the-deficit-myth monthly 0.5 2023-08-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - The Myth of the Deficit Myth - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/protectionism-is-back monthly 0.5 2023-07-27 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/0a52ee62-dab9-4eff-8f10-cdbee3639e65/totalconstructionspending.png WealthVest Blog - Protectionism is Back - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Protectionism is Back - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/q2-2023-recap monthly 0.5 2023-07-20 https://www.wealthvest.com/wealthvestblog/wealthvest-in-partnership-with-prosperity-life-group-to-deliver-two-new-indices-from-fidelity-investments monthly 0.5 2023-07-07 https://www.wealthvest.com/wealthvestblog/victory-laps-at-halftime monthly 0.5 2023-07-06 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Victory Laps at Halftime - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/thinking-out-loud monthly 0.5 2023-07-05 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/71ce60c3-3277-4568-9b10-384995331e1a/Housing+Affordability+Index.png WealthVest Blog - Thinking Out Loud On Housing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/28bb9822-3abc-4f1c-9867-aa9ae6324eec/Monthly+Mortgage+Payment.png WealthVest Blog - Thinking Out Loud On Housing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/5a5b0737-b2c6-4e4e-bbae-3041dd0982fb/POHU.png WealthVest Blog - Thinking Out Loud On Housing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Thinking Out Loud On Housing - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/lets-hope monthly 0.5 2023-06-23 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/07908288-9ca9-48d6-8f17-4311f1457344/Productivity+in+Nonfarm+Sector.png WealthVest Blog - Let’s Hope Cathie is Right - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/c8ca6ae5-85f9-4ca7-b16b-400849dc72c7/Debt+Doom+Loop+Slide.png WealthVest Blog - Let’s Hope Cathie is Right - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/441dac99-6a30-474e-ab9a-b946647cb302/Deficit+as+Percent+of+GDP+vs+Unemployement.png WealthVest Blog - Let’s Hope Cathie is Right - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b20c39ba-80cf-499d-a19f-dfd3a2591bd2/DeficitsGrowing.png WealthVest Blog - Let’s Hope Cathie is Right - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Let’s Hope Cathie is Right - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/compelling-economic-data monthly 0.5 2023-06-12 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Compelling Economic Data for Every Bias - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/400-words-5-19-2023 monthly 0.5 2023-06-01 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Thoughts on The Debt Ceiling, Central Bank Balance Sheets, and Housing in 400 Words (or so) - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-hosts-2023-national-sales-meeting-in-bozeman monthly 0.5 2023-05-16 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684250184413-N25A9HWS5MLIK29UVOAE/IMG-7873.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Brian Sweeney Top Regional Consultant with National Sales Manager, Charlie Yoachum https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684250180870-QRG91EA4CB2X5HMP1V8T/IMG-7864.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Brian Robionson Top Regional Consultant with National Sales Manager, Charlie Yoachum https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684250176848-XGCMONWBMX0OB17U4XE9/IMG-7856.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Katie Gaunt Top Regional Consultant with National Sales Manager, Charlie Yoachum https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684250169203-U7JBBBNH9GWZBUAEF661/IMG-7841.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Michael Soulis Top Regional Vice President with National Sales Manager, Alex Samoila https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684250165557-TIDE3EMRHEUSH1TON83S/IMG-7835.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Jeff Orlando Top Regional Vice President with National Sales Manager, Alex Samoila https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684250162782-TR1S7Y0JSMVICZ9SITFT/IMG-7831.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Ken Rathke Top Regional Vice President with National Sales Manager, Alex Samoila https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684250172961-SAKDTSUH4HHS0IDSMR26/IMG-7852.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Michael Lovisolo Top Marketing Consultant with National Sales Manager, Charlie Yoachum https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684251343054-NF1T6YEB5VT2BX9UMGP4/IMG_6401.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Katelyn Couturier Fiduciary Award Winner with Director of New Business, Bethany West https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684251344082-V207OBAJYAYII7ZJBKQD/IMG_6414.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Lisa Davis Friendly Award Winner with Director of New Business, Bethany West https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684251343981-P2TXF1USR6A2XV8CSPVK/IMG_6410.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Kim Wendell Fast Award Winner with Director of New Business, Bethany West https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684251344903-TNVIHBYJ1BMRICOPOJRN/IMG_6416.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Cody Wacura Focused Award Winner with Director of New Business, Bethany West https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684251342919-35TLTO4H9G47OY0QYGZQ/IMG_6405.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Tana Parisi Flexible Award Winner with Director of New Business, Bethany West https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1684251465325-LZ08J0RGHZUZKAUXP12Q/IMG_6421.jpg WealthVest Blog - WealthVest Hosts 2023 National Sales Meeting in Bozeman - Amanda Hauer Fun Award Winner with Director of New Business, Bethany West https://www.wealthvest.com/wealthvestblog/400-words-5-5-2023 monthly 0.5 2023-05-19 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - The Fed, Payrolls, Regional Banks and Q1 Earnings in 400 words - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/history-doesnt-rhyme monthly 0.5 2023-04-28 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/280269d1-f991-48d7-a2d6-4b7ced09dcf6/YOY+LEI+and+GDP.png WealthVest Blog - What did we learn this week? (04/28/2023)-Sometimes History Doesn't Even Rhyme - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/83174f74-d3f6-4c3e-93cd-6d60a5e9ca15/FRED+M2.png WealthVest Blog - What did we learn this week? (04/28/2023)-Sometimes History Doesn't Even Rhyme - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What did we learn this week? (04/28/2023)-Sometimes History Doesn't Even Rhyme - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/tim-q22023-insights monthly 0.5 2023-05-05 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Tim Pierotti’s Quarter 2 Insights - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/humility-04-20-2023 monthly 0.5 2023-04-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/30df66a5-9589-4ba7-9054-ee2458eca169/POP+and+GICS.png WealthVest Blog - What did we learn this week? (04/20/2023/)-Humility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What did we learn this week? (04/20/2023/)-Humility - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/quick-thoughts-04-14-2023 monthly 0.5 2023-04-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/7449639c-0889-4fe7-957b-31aca10726c0/4.14+Liabilities+and+Captial.jpg WealthVest Blog - Liquidity and Wages - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/0f624c3d-8f05-41e6-9a41-dcbc50c67fd2/4.14+Wage+Growth+Tracker.png WealthVest Blog - Liquidity and Wages - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Liquidity and Wages - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-04-11-2023 monthly 0.5 2023-04-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/a6421570-b11c-42a7-a9dc-87ab26c0a531/SLO+C%26I.png WealthVest Blog - What Did We Learn This Week? (04/11/2023) - Foreboding Credit Data - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/91f66fa7-62cd-4f45-b49e-ebaf5d1ff780/Household+Credit+Strain.png WealthVest Blog - What Did We Learn This Week? (04/11/2023) - Foreboding Credit Data - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (04/11/2023) - Foreboding Credit Data - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/quick-thoughts-04-04-2023 monthly 0.5 2023-04-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Quick Thoughts on OPEC, ISM’s, GDP and Liquidity in 400 Words - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/dont-borrow-trouble monthly 0.5 2023-04-04 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Don’t Borrow Trouble - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-adds-ryan-fabian-to-its-wholesaling-team-ngfcl monthly 0.5 2024-01-08 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/91afa8a8-b19c-43fd-9661-1a14df419ed2/D1059b-1080x1080.png WealthVest Blog - Ryan Fabian joins WealthVest Team to Expand Wholesaling Support - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/rethinking-6040-fia-4 monthly 0.5 2023-03-22 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/9986a64f-e15b-4f02-a979-d64bca35ccdf/FIA+Chart.png WealthVest Blog - Rethinking 60/40 Part 4: How Fixed Index Annuities Can Help - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-this-week-03-17-2023 monthly 0.5 2023-03-24 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/dc00e5c6-2514-4875-9cf3-d3a8bce2d935/Retail+Chart.png WealthVest Blog - What Did We Learn This Week? (03/17/2023) - STILL - Make it stand out Johnson Redbook Index https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (03/17/2023) - STILL - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-adds-tanner-isaacson-to-its-wholesaling-team monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1a8a423e-7ded-4d81-ad27-601e18275018/D1059b-01+-+Tanner+Isaacson+1080x1080.png WealthVest Blog - WealthVest Adds Tanner Isaacson to its Wholesaling Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-this-week-03-07-2023 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8cf02aa2-b906-40de-830f-528b9c712ca7/Construction+Lags.png WealthVest Blog - What Did We Learn This Week? (03/07/2023) - The Godot Recession - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (03/07/2023) - The Godot Recession - Tim Pierotti is WealthVest’s Chief Investment Officer. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-expands-distribution-team-to-include-new-national-sales-manager monthly 0.5 2023-03-08 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/b8deb2de-c3d7-42f7-8fca-cba7a8d27107/WealthVest_MattHamann.jpg WealthVest Blog - WealthVest Expands Distribution Team to Include New National Sales Manager - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/wealthvest-employees-raise-4000-to-support-homeless-youth monthly 0.5 2023-03-09 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/08edd07e-ec9a-4321-b8e3-c8e7e27c3930/WV_PolarPlunge2023-06.jpg WealthVest Blog - WealthVest Employees Raise $4,000 to Support Homeless Youth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/02daec8c-1421-4a52-8040-7b5b399aa482/WV_PolarPlunge2023-09.jpg WealthVest Blog - WealthVest Employees Raise $4,000 to Support Homeless Youth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/77201559-116c-4e45-90b9-951575644c4d/WV_PolarPlunge2023-10.jpg WealthVest Blog - WealthVest Employees Raise $4,000 to Support Homeless Youth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/rethinking-6040-myga monthly 0.5 2023-03-17 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/3eb3794a-2b70-4d6d-9968-ef8c4c07be35/MYGA+vs+6040.png WealthVest Blog - Rethinking 60/40 Part 3: How Multi-Year Guaranteed Annuities Can Help - Make it stand out NYU Stern School of Business, Monthly and Annual on Stock, T. Bonds and T.Bills: 1928 - Current https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html (Jan. 2023) https://www.wealthvest.com/wealthvestblog/what-did-we-learn-this-week-02-23-2023 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/307e5b08-192e-4143-8e37-1f447d660042/A1004+Blog.png WealthVest Blog - What Did We Learn This Week? (02/23/2023) - Where are the Workers - Make it stand out Average Working Hours per Year Vs. Weekly Earnings by Year https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (02/23/2023) - Where are the Workers - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/rethinking-6040-negative-6040-years monthly 0.5 2023-03-13 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/0bdb0c56-1dcd-46a3-a4a6-232b279fadfe/6040Scatterplot.png WealthVest Blog - Rethinking 60/40 Part 2: What can we learn about the years when stocks and bonds are both negative? - Make it stand out NYU Stern School of Business, Monthly and Annual on Stock, T. Bonds and T.Bills: 1928 - Current https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html (Jan. 2023) https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/f331bc66-ca88-4095-8c00-89343260e889/HistoricNegativeYears.png WealthVest Blog - Rethinking 60/40 Part 2: What can we learn about the years when stocks and bonds are both negative? - Make it stand out Returns of Stocks and Bonds During Negative S&P 500® Years since 1969 https://www.wealthvest.com/wealthvestblog/torsten-slok monthly 0.5 2023-02-21 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666886121205-RD60OYPY42TUV4ANTGJQ/PIEROTTI_HEADSHOTS-2.jpg WealthVest Blog - WealthVest: The Weekly Bull & Bear - Interview with Torsten Slok - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/rethinking-6040-why-have-individuals-used-6040-allocations-for-their-retirement-savings monthly 0.5 2023-02-16 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/01a400cf-a71b-4f6e-8653-3e614928363f/60.40Graphic.png WealthVest Blog - Rethinking 60/40: Part 1-Why investors use 60/40 allocations? - Make it stand out A 60/40 Portfolio Diagram https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1913262c-d975-47a0-96e5-3a404b39e2ad/Efficient+Frontier.png WealthVest Blog - Rethinking 60/40: Part 1-Why investors use 60/40 allocations? - Make it stand out The Efficient Frontier Based on Age https://www.wealthvest.com/wealthvestblog/wealthvest-adds-doug-davidson-to-its-wholesaling-team-hytem monthly 0.5 2023-03-08 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/af5be2de-9528-4f22-b2c7-730f0ad952e6/D1056A%7E2.PNG WealthVest Blog - WealthVest Adds Doug Davidson to its Regional Consultant Wholesaling Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-this-week-02-10-23 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/5dd6baa9-88ab-4b2d-a323-214686032bb7/Picture1.png WealthVest Blog - What Did We Learn This Week? (02/10/2023) - Oil Demand is a Tough Call, Supply Isn’t - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (02/10/2023) - Oil Demand is a Tough Call, Supply Isn’t - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/6040-portfolios-have-their-worst-year-since-2008-investors-turn-to-alternatives monthly 0.5 2023-02-08 https://www.wealthvest.com/wealthvestblog/what-did-we-learn-1-19-2023-tz8wt monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (02/03/2023)–When the Pain Trade is Higher - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-1-19-2023 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (01/19/2023)–Soft Landing or Imminent Peril - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-12-30-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/8d7486b9-20df-45bb-8656-a44897a9f83e/Role+of+Critical+Minerals+in+Clean+Energy+Transitions.png WealthVest Blog - What Did We Learn This Week? (12/30/2022)–The Energy Transition Fantasy - Make it stand out The rapid deployment of clean energy technologies as part of energy transitions implies a significant increase in demand for minerals. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/4c9e7555-c25f-4483-a7fa-6636b53bccca/Role+of+Critical+Minerals+in+Clean+Energy+Transitions2.png WealthVest Blog - What Did We Learn This Week? (12/30/2022)–The Energy Transition Fantasy - Make it stand out Current production of many energy transition minerals is more geographically concentrated than that of oil or natural gas https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (12/30/2022)–The Energy Transition Fantasy - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/facebook-for-financial-professionals-a-guide-to-growing-your-practice-pt-2 monthly 0.5 2022-12-30 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/cb638fad-7404-4399-a566-f1401f72060f/Capture.PNG WealthVest Blog - Facebook for Financial Professionals: A Guide to Growing Your Practice Pt. 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/6a7aa99f-0af2-44fd-8745-9f1630b51da4/Capture2.PNG WealthVest Blog - Facebook for Financial Professionals: A Guide to Growing Your Practice Pt. 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-12-16-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (12/16/2022)–The Fed, Oaktree, Fusion - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-addsnickbuonamico-to-its-wholesaling-team monthly 0.5 2023-02-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/fb7bda0b-16d2-4e68-be8a-0613ac5e097f/D1056b+-+1080x1350.jpg WealthVest Blog - WealthVest Adds Nick Buonamico to its Wholesaling Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-12-06-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (12/06/2022)–Brainard - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/facebook-for-financial-professionals-a-guide-to-growing-your-practice-pt-1 monthly 0.5 2022-12-01 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/df598caa-b646-4b9f-a579-f4f3c563b83c/Capture1.PNG WealthVest Blog - Facebook for Financial Professionals: A Guide to Growing Your Practice Pt. 1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/wealthvest-employees-work-to-combat-food-insecurity-1 monthly 0.5 2022-11-29 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/d7709079-f606-450b-8fce-95e4e9bbcf95/MicrosoftTeams-image+%288%29.png WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/d16c2492-4cd4-4c59-9664-9774f57e1e17/MicrosoftTeams-image+%289%29.png WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1669761524974-U70VSVB1GD7I9R23RRAI/MicrosoftTeams-image+%284%29.png WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1669761526668-RCDVI1GOQNBO6HFSLY59/MicrosoftTeams-image+%285%29.png WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1669761528957-RNLPIAEH18EKAP39UE2M/MicrosoftTeams-image+%287%29.png WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://www.wealthvest.com/wealthvestblog/what-did-we-learn-11-29-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (11/29/2022)–Finding the Positives - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/november-update monthly 0.5 2023-02-16 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666886121205-RD60OYPY42TUV4ANTGJQ/PIEROTTI_HEADSHOTS-2.jpg WealthVest Blog - November Update with Jonathan Golub and Tim Pierotti - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-11-11-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/5110929c-ac80-4115-9def-c4e66b480e5a/Picture1.png WealthVest Blog - What Did We Learn This Week? (11/11/2022)–Mild Stagflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (11/11/2022)–Mild Stagflation - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/end-of-the-great-moderation monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666886121205-RD60OYPY42TUV4ANTGJQ/PIEROTTI_HEADSHOTS-2.jpg WealthVest Blog - Tim Pierotti—The End of the Great Moderation - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-11-4-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (11/4/2022)–Elusive Pivot - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/tim-oil-inflation-video monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666886121205-RD60OYPY42TUV4ANTGJQ/PIEROTTI_HEADSHOTS-2.jpg WealthVest Blog - Tim Pierotti—Energy Inflation - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-10-27-6040 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (10/20/2022)–60/40 - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/men-without-work monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/6c82dd0d-b422-439c-b5f5-d4c7d04321e5/Screenshot+2022-10-21+111347.jpg WealthVest Blog - What Did We Learn This Week? (10/20/2022) - Men Without Work - Make it stand out Labor Force Participation Rate - Men https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/3cbaadea-a51e-409a-bb86-1585ba747a35/Screenshot+2022-10-21+111800.jpg WealthVest Blog - What Did We Learn This Week? (10/20/2022) - Men Without Work - Make it stand out Labor Force Participation Rate - Women https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - What Did We Learn This Week? (10/20/2022) - Men Without Work - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-recognized-as-top-employer-across-7-categories monthly 0.5 2022-10-25 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/849ab592-8c7c-49e5-87e9-9f6eacd99036/311498363_493796336094902_6648420646486593775_n.jpg WealthVest Blog - WealthVest Recognized as Top Employer across 7 Categories - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-10-13 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666016573822-HCQSKAMY6Y8C1I6YTSDA/Number+of+Oil+Rigs+USA+1990-2022.jpg WealthVest Blog - What Did We Learn This Week? (10/13/2022)—The Other Oil Cartel - Make it stand out Number of Rigs Drilling for Oil and Gas in the United States https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666016685310-6SX0AJTDN70BWQN2RP6I/USCRUde+with+SPR.png WealthVest Blog - What Did We Learn This Week? (10/13/2022)—The Other Oil Cartel - Make it stand out US Crude Storage with SPR though October 1, 2022 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666016845111-04336V53LGBL1SO5FEV3/Global+Light+Vehicle+Demand.png WealthVest Blog - What Did We Learn This Week? (10/13/2022)—The Other Oil Cartel - Make it stand out Global Light Vehicle Fuel Demand Displacement from EVs https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim+Headshot+1.jpg WealthVest Blog - What Did We Learn This Week? (10/13/2022)—The Other Oil Cartel - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/tim-factor-investing monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1666043061748-YTR2069LQQN75253TQGM/Tim%2BHeadshot%2B1.jpg WealthVest Blog - Tim Pierotti—Factor Investing Video Guide - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn-sell-side-research monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1657839072234-T4SKVE3VCIXTD2GMM7QO/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (10/06/2022)—Sell-side Research - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/what-did-we-learn09-29-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1657839072234-T4SKVE3VCIXTD2GMM7QO/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (09/29)—Supply constraints are secular - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-coordinates-city-wide-cleanup-project-for-national-cleanup-day monthly 0.5 2022-09-22 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/3d9df280-3d96-47e7-bc12-db0783f12897/307725395_474193034721899_8176676476886017767_n.jpg WealthVest Blog - WealthVest Coordinates City-Wide Cleanup Project for National CleanUp Day - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn09-22-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1657839072234-T4SKVE3VCIXTD2GMM7QO/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (09/22)—The New Labor Renaissance - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-the-weekly-bull-and-bear-sz7e1 monthly 0.5 2022-09-09 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1646332446449-MKDF7FCW9FELEE2A2VDO/BullandBearCover.jpeg WealthVest Blog - WealthVest: The Weekly Bull and Bear S7E1: Russia Halts the Gas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/what-did-we-learn09-08-2022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1662675944833-OHCAMOS12KI43THRZ31E/China+Zoltan.png WealthVest Blog - What Did We Learn This Week? (09/08)—The End of China’s Disinflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1657839072234-T4SKVE3VCIXTD2GMM7QO/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (09/08)—The End of China’s Disinflation - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-adds-riley-alferd-to-its-wholesaling-team monthly 0.5 2022-12-09 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/c6f2d1df-5c43-440e-820d-4b52e7fd1fb7/D1052b+-+1080x1080.jpg WealthVest Blog - WealthVest Adds Riley Alferd to its Wholesaling Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/the-seven-drivers-of-inflation monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1657839072234-T4SKVE3VCIXTD2GMM7QO/Tim+Pierotti+Headshot.jpg WealthVest Blog - The Seven Drivers of Inflation - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-sponsors-local-veteran-outreach-golf-tournament monthly 0.5 2022-08-24 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/50006c06-03ff-4bd9-8674-f064f0309083/MicrosoftTeams-image+%2822%29.jpg WealthVest Blog - WealthVest Sponsors Local Veteran Outreach Golf Tournament - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/886b7554-9c86-44e8-a88b-b9dee45a8108/MicrosoftTeams-image+%2827%29.jpg WealthVest Blog - WealthVest Sponsors Local Veteran Outreach Golf Tournament - “It was a privilege representing WelathVest and supporting a banner organization that supports not only veterans but also our local community,” said Bethany Judd, WealthVest team captain and a veteran of Operation Iraqi Freedom. “We had a fantastic time and can’t wait to get out their again next year.” https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1660332328009-ZDNYFT8HE06ZZBB0PL9G/MicrosoftTeams-image+%2826%29.png WealthVest Blog - WealthVest Sponsors Local Veteran Outreach Golf Tournament https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1660332329668-E0NCTXTOVS33TNM2IM27/MicrosoftTeams-image+%2825%29.png WealthVest Blog - WealthVest Sponsors Local Veteran Outreach Golf Tournament https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1660332336396-3BW0PILY4MGIH2RX9I90/MicrosoftTeams-image+%2824%29.png WealthVest Blog - WealthVest Sponsors Local Veteran Outreach Golf Tournament https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1660332338293-39J264WIC4MGBVNFC2UW/MicrosoftTeams-image+%2822%29.png WealthVest Blog - WealthVest Sponsors Local Veteran Outreach Golf Tournament https://www.wealthvest.com/wealthvestblog/wealthvest-in-partnership-with-aspida-offer-new-products-based-on-exclusive-invesco-peak-index monthly 0.5 2022-08-23 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/25a77db2-0468-4238-aa61-cfcb0f158e0b/1080wx1350t+copy+6.png WealthVest Blog - WealthVest, in partnership with Aspida, offer new products based on exclusive Invesco Peak Index - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/whatdidwelearn0817 monthly 0.5 2022-10-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1660772975410-EAMYPILL1OMCLHCUUWB9/Picture1.png WealthVest Blog - What Did We Learn This Week? (08/17)—Labor Shortage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (08/17)—Labor Shortage - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-employees-clean-trails-at-glen-lake-rotary-park monthly 0.5 2022-08-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/13d25e1f-acc5-4830-a93e-6094ab5b8ea9/IMG-9771.jpg WealthVest Blog - WealthVest Employees Clean Trails at Glen Lake Rotary Park - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/378ba5ae-1d16-491b-bddd-4d9aea9a7602/Img+-+10000.jpg WealthVest Blog - WealthVest Employees Clean Trails at Glen Lake Rotary Park - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/whatdidwelearn0811 monthly 0.5 2022-10-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (08/11)—Secular vs. Cyclical - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-and-aspida-partner-with-franklin-templeton-on-exclusive-index monthly 0.5 2022-08-09 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/a00dd0a1-b198-4b23-a1d9-943a2f00b86e/1080wx1350t+copy+3.png WealthVest Blog - WealthVest and Aspida Partner with Franklin Templeton on Exclusive Index - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/whatdidwelearn0804 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1659635443437-ISRDNDB1YTITOSECO51N/AgeStructure.png WealthVest Blog - What Did We Learn This Week? (08/04)—The Enduring Link Between Demography and Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (08/04)—The Enduring Link Between Demography and Inflation - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/aspida-and-wealthvest-offer-new-lighthouse-index-from-janus-henderson-and-societe-generale monthly 0.5 2022-08-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/a2a0cc36-a22d-4812-8761-3baefd42bbc6/1080wx1350t+copy+2.png WealthVest Blog - WealthVest, in partnership with Aspida, offers new Lighthouse Index from Janus Henderson and Societe Generale - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/wealthvest-recognized-as-top-workplace-in-montana monthly 0.5 2022-08-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/87e6879e-8225-4194-8c68-4f899388b916/Capture.JPG WealthVest Blog - WealthVest Recognized as Top Workplace in Montana - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/whatdidwelearn0728 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (07/28)—Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/whatdidwelearn0721 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (07/21)—Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-hires-tim-pierotti-as-chief-investment-strategist monthly 0.5 2022-07-14 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/95376b44-72b3-44d8-901d-5170d676f2e5/Tim_Pierotti.jpg WealthVest Blog - WealthVest Hires Tim Pierotti as Chief Investment Strategist - Offering macro-economic trends and forecasts. Tim Pierotti speaks at WealthVest’s National Sales Meeting in Bozeman, Montana. https://www.wealthvest.com/wealthvestblog/whatdidwelearn07142022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (07/14)—Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/whatdidwelearn07082022 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (07/08)—Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/june-27-2022-what-we-learned-this-week-w8684-mdanm monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week? (6/29)—Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-health-and-wellness-incentive monthly 0.5 2022-07-01 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690884516-MMQVBIJMNNXE1GL1T8RB/Gretchen.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690874836-09JX7AMTW7ZV63NCDKTB/Emma+B.png WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690875456-PLM5L6NV3P8BVRSICU7A/Gage+%282%29.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690888909-6A6JXFU5C2E48ZQK5A5R/Grant+Hike.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690888152-QBZUWONZKEGY2LX97IYC/Lindsey-Mara-Amanda-Bethany.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690907748-HUX0E1SNW80JE3QA217C/Matt+Hamann.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690900725-H03HN1V506WFVGI7P80E/Megan+Patch.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690914472-1A8AI6B5NESNBUG040FQ/Megan+Taylor.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690912266-YF8RUPT7N7XD5TTIMS3Z/Morgan.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690916430-034BANWGZT9CAOP33SRD/Quinn-Alex-Phil-Steven2x.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690920807-5BOBAQ82G38FK88DWVW9/Ramos.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690918695-6K0SEU6QOMYEZKG7TNG0/Steven-Brooks-Aaron-MJ.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690924650-E82LYUTEZH0H00EATLDO/Anissia.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690929983-C9KCF4JM651GDGI55R61/Avery.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690928592-FH1ADZU4XO2KXZQ903XY/Barnard.png WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690942444-JJDG4HZC1A30Y5MPHYJ8/Chloe.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690936549-MXA78HDHLUJIBFLM9TJ2/Chris.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1656690941096-N2S06O0M31NV27N3FN0X/Danielle.jpg WealthVest Blog - WealthVest Health and Wellness Incentive https://www.wealthvest.com/wealthvestblog/june-27-2022-what-we-learned-this-week-w8684 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What Did We Learn This Week?- (06/27/22)—Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/tim-pierotti-and-drew-dokken-oil-update-june-2022 monthly 0.5 2023-03-20 https://www.wealthvest.com/wealthvestblog/wealthvests-myga-educational-series-cd-and-myga monthly 0.5 2022-06-21 https://www.wealthvest.com/wealthvestblog/june-17-2022-what-we-learned-this-week monthly 0.5 2022-06-27 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655482067877-EL11WET6EDDXQ2AEFBRL/Housing+Leads+Employment.png WealthVest Blog - What did we learn this week?-Tim Pierotti, Chief Investment Strategist - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - What did we learn this week?-Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/wealthvest-to-deliver-aspidas-new-annuity-solutions monthly 0.5 2022-06-28 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/17809a49-2a2f-4b0a-9018-db04b8c8ee4b/D1048-3_1-1920x1080.png WealthVest Blog - WealthVest to Deliver Aspida’s New Annuity Solutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/68b2d1ac-a6bb-4537-9130-259f97211eb0/Speedy+Head+Outline.jpg WealthVest Blog - WealthVest to Deliver Aspida’s New Annuity Solutions - “Our strategy has always been to build out a leading, growing annuity brand with a strong, diversified balance sheet and an easy-to-use, state-of-the-art technology platform,” said Chad Burns, chief distribution officer at Aspida. “Together with WealthVest, we are well-equipped to deliver on that strategy and help our clients achieve and protect their dreams.” https://www.wealthvest.com/wealthvestblog/june-energy-prices-insights-tim-pierotti-chief-investment-strategist monthly 0.5 2022-10-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1655395350831-YK0WSJ8386MVJ71Q1GIP/Tim+Pierotti+Headshot.jpg WealthVest Blog - June Energy Prices Insights—Tim Pierotti, Chief Investment Strategist - Tim Pierotti is WealthVest’s Chief Investment Strategist. Tim has 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. https://www.wealthvest.com/wealthvestblog/5000-years-of-interest-rate-history-video monthly 0.5 2022-06-15 https://www.wealthvest.com/wealthvestblog/national-sales-meeting-2022 monthly 0.5 2022-06-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/df3978fc-94b0-4006-8c4f-14baae792205/WealthVest+Sales+Group WealthVest Blog - WealthVest Employees Gather for National Sales Meeting - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/9faf20d0-d33d-4712-a979-e2be6fe6a60a/D3E3D9DE-CE78-45F4-A89C-689D0150B6EA_1_105_c.jpeg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting - “This year’s meeting was terrific. Both the content, which focused on increasing sales professionalism, and the opportunity to see people again. Or, since our teams have grown over the past two years, to meet people for the first time. In a relationship business, there is no substitute for meeting face-to-face.” - Lincoln Collins, Co-founder and President at WealthVest https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/082c3e3a-1379-4b8d-93ce-3cdfb67c77b2/Panel+1.jpg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting “I truly enjoyed the wide variety of content delivered. It was a really beneficial blend of practical advice and creative insight from both outside speakers and the many talented folks at WealthVest. I’ve already implemented many ideas in my daily practice” - Katie Gaunt, Regional Consultant at WealthVest https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654099637039-LIKPMXJGME4G2S6DSSVW/0EFE06CC-E807-43A9-8C3D-054A73B24839_1_105_c.jpeg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654099639952-ELFKJA4CJU3XYKDNHVSF/Speaker+3+Audience+Shot.jpeg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654099637852-U61QRB2UA7X7C9L3SFQ9/15EF05E8-A211-4F86-88C1-72EE772E3354_1_105_c.jpeg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654099637917-OW2PU6294YODLODZRJ47/b881d51a-6169-4867-ab3c-c7586aff69d4.jpg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654099638418-F5R10AHOJNY7NAKGP0M7/bdd3345f-6cd9-4af3-bcf0-b3b4951b10a3.jpg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654099639571-EJACU2WMB1XY7RNBGANF/fb7fdbb5-96ea-4226-a3f1-7bd47df827f9.jpg WealthVest Blog - WealthVest Employees Gather for National Sales Meeting https://www.wealthvest.com/wealthvestblog/what-is-your-inflation-hedge monthly 0.5 2022-06-02 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1652371858009-I6U80N363N9DO5D1GMUL/BearandBullBond+Market.PNG WealthVest Blog - What is your inflation hedge? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/wealthvest-the-weekly-bull-and-bear-s6e12 monthly 0.5 2022-05-31 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654033944815-598GOCOTJ16WJ1F8QZOP/D9+Bull+and+Bear+2022+idea+Horizontal.jpg WealthVest Blog - WealthVest: The Weekly Bull & Bear S6E12: Tim Pierotti Guest - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/usaa-partnership monthly 0.5 2022-05-31 https://www.wealthvest.com/wealthvestblog/wealthvest-the-weekly-bull-and-bear-s6e11 monthly 0.5 2022-05-31 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1654033788239-7YCWI6KRDOLRD4N64VB0/D9+Bull+and+Bear+2022+idea+Horizontal.jpg WealthVest Blog - WealthVest: The Weekly Bull & Bear S6E11: Louis G. 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/is-your-clients-money-working-as-hard-as-it-could-be monthly 0.5 2022-01-18 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1642538482261-34MNY5DIKK9D6SM0S5SP/C1028-Taxable+Yield+Blog+cover.jpg WealthVest Blog - Is your client’s money working as hard as it could be? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1642548979488-Y0KAXFOT5C3DTLLFTKZS/72.PNG WealthVest Blog - Is your client’s money working as hard as it could be? - Make it stand out The Rule of 72 using a 6% Return https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1642538398938-V190IT6JW9BRGIPSU7QR/LumpSumWithDrawal.png WealthVest Blog - Is your client’s money working as hard as it could be? - Make it stand out How much in taxes do you pay with a lump sum withdrawal in this scenario? https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1642538449490-VJKKZJUXA0CVNONVVMYT/Income+Stream.png WealthVest Blog - Is your client’s money working as hard as it could be? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/2022-tax-summary-a-tool-for-your-practice monthly 0.5 2022-01-05 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1641314542441-T2RJR0HH4M3G0LDGYXP3/C1027-2022+Tax+Summary.jpg WealthVest Blog - 2022 Tax Summary: A tool for your practice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1641314668109-JHG5HNJR2FQB6BATBYPE/13126+-+2022+Tax+Summary_Page_1.jpg WealthVest Blog - 2022 Tax Summary: A tool for your practice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/wealthvest-employees-work-to-combat-food-insecurity monthly 0.5 2021-11-30 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/e9ff54b7-f90f-4811-abb1-865294041f2d/IMG_2777.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/82307923-4245-4ae6-acbb-835e7f097530/IMG_3947.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity “Even though the sales team was unable to pull off the ‘W’ this year, it was fantastic to watch our employees come together for some friendly competition that supports the Gallatin Valley Food Bank’s mission,” said Tony Lewis, Vice President of Sales at WealthVest. “I am continually amazed by what this team can do once they’ve set their minds to something.” https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307737922-QNKOUETFZ5E1ZR8JIU6V/35cbb587-f01d-40e4-9b50-298dbb335fdd.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307757442-6HX2HU0LL9JJZNJB6UMB/IMG_2756.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307757446-MMT8T8YMMDFH18E6ILIQ/IMG_2757.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307778769-CSXSTPL55TRHN08SEMMC/IMG_2761.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307780373-VHI46TD6LWTWH7JUXARB/IMG_2763.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307799047-QNI8GB0VY1LUTHGVKRE0/IMG_2764.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307800131-XQXU2BRETI19ZYKDCPIS/IMG_2766.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1638307811283-PQ6JDLY10KOPOL2ZF3L2/IMG_2772.jpg WealthVest Blog - WealthVest Employees Work To Combat Food Insecurity https://www.wealthvest.com/wealthvestblog/setting-the-record-straight-about-annuities monthly 0.5 2021-09-29 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1632774311078-G28E3OALZ8VJ9LPPJUO0/C1026.jpg WealthVest Blog - Setting the Record Straight about Annuities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/gallatinvalleylandtrust monthly 0.5 2021-08-31 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342033652-TALUH2LBNQXEWWNM0O1T/GVLT+Trail+3.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342013811-KK54AOT2WBD0QRRRXQIL/4ef2bbed-c079-4b31-b352-527f155c4ced.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization - “This was a fantastic opportunity to get outside with my co-workers and show our support for the Bozeman community,” said Connor Kellermyer, a volunteer with WealthVest. “We had a great time working alongside the Gallatin Valley Land Trust to help maintain a trail system that is enjoyed year-round by so many individuals and families in our community.” https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342100738-5D2TYX2P9RUP9OU9XPXR/4ef2bbed-c079-4b31-b352-527f155c4ced.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342100917-92GQ1BEU4DLLTB7HEW72/c101a128-135e-4b15-ac04-cdbc75b0616b.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342101217-OFGNJ81RML9V1JT708JA/d84a6581-3ba3-48f1-9459-55227798fddc.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342101544-5K7TMF9AC17VMWF8QJPI/e0276096-e35c-461c-8725-f9bcbe63e147.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342116201-VJVPB5FCFJ9GM7G8GVLV/GVLT+Trail+1.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342112382-P3LXXIRRGFQS0HMRAKVP/GVLT+Trail+2.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1630342121219-AT7YOEAULLAAADDTD3W6/GVLT+Trail+3.jpg WealthVest Blog - WealthVest Employees Build Trails With Local Organization https://www.wealthvest.com/wealthvestblog/protect-the-important-things monthly 0.5 2024-09-04 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1628871902995-96S1B4TFMJ03L16BNHOP/WV+Website+Blog+Thumbnail.jpg WealthVest Blog - Protect the Important Things - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/wealthvest-employees-support-local-veterans-in-need monthly 0.5 2021-08-30 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1628716262570-AQJPTUZ530KMIPMCA4LA/145d4f3f-5010-4b64-a695-657ce4767765.jpg WealthVest Blog - WealthVest Employees Support Local Veterans In Need - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1628716389874-IA9GB39ACY15J6LL8WIS/201286ce-e410-469f-92ca-cb34a2595341.jpg WealthVest Blog - WealthVest Employees Support Local Veterans In Need - “Veterans are real-life heroes in our community,” said team captain Bethany Judd, a veteran of Operation Iraqi Freedom. “They answered the call to service and sacrificed so much to protect our rights as Americans. It was an honor to help raise funds to support our local veterans and their families.” https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1628716425805-39WG0BSJ8JXL8R70KL17/145d4f3f-5010-4b64-a695-657ce4767765.jpg WealthVest Blog - WealthVest Employees Support Local Veterans In Need https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1628716425894-HCJIL7RWY4OHV0KYESDR/2009a9fc6c-f5ad-4e39-bd26-18471a46a231.jpg WealthVest Blog - WealthVest Employees Support Local Veterans In Need https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1628716426358-JIGR8Z3MQJY1ZJLBMZ1E/201286ce-e410-469f-92ca-cb34a2595341.jpg WealthVest Blog - WealthVest Employees Support Local Veterans In Need https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1628716426442-QABJNQZYQV2ARV890R85/16293672-dfed-43c9-9048-17c2487d99d1.jpg WealthVest Blog - WealthVest Employees Support Local Veterans In Need https://www.wealthvest.com/wealthvestblog/6-creative-ways-to-find-and-attract-retirement-clients monthly 0.5 2021-08-13 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1627409185422-UOFBNE5OZ6VRT5SUG52H/C1025.jpg WealthVest Blog - 6 Creative Ways to Find and Attract Retirement Clients - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealthvest.com/wealthvestblog/wealthvest-spirit-week monthly 0.5 2021-07-26 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726586001-C6UY6UQ9SKS1UK2HFYH8/Company+Pride+Photo.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726669432-P5A9H9KTTB15RYXREUU6/a+Sports+Day+Group.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726671611-8KMPWMI90XG1VP348YKW/Jersey+Boys+Sports+Day.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726672358-C2SZOM9B61S00IURHMP2/Keizer+Sports+Day.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726678534-R2R7O7ZRNRNPF96VQJSQ/WPGA+Sports+Day.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726668619-1MIWHFK9NS54VKPP7K6A/7f14c3df-9e30-42b2-adde-98336d34ca64.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726668166-OIV220ITVMJNTQPGC431/1d2b8f00-b8b4-4864-bdcb-9483ea5d2fad.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726668307-RVRC78ALI0VNR44A2N13/05b4c39f-e1b0-4247-a7b7-9245efd22cea.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726668764-8D5NF4N2VN08LDRTTLOO/422761ac-4651-4ef5-9693-dcfe733fdbe3.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726740505-VURWEBGOYFK4IYA7T8A4/4154ca8f-d656-42ed-a067-5921a17dad41.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726740756-92QWUBMQOPQU9WC7RBAH/cef02236-8a17-48d1-90e7-4a2f54caae11.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726740112-K253PJ22ZJ6C17KRIQA2/67b88f4a-ab72-493c-8eb0-77824c330c85.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726739928-IGNOAXV5U1DNV7AX395C/0a458c0a-e0a3-4346-99d2-b74688376117.jpg WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726671824-LLF6N4HP92W34597DOKF/Company+Pride+Photo.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726674503-86UFB4XJNWJ1TPME5RI8/Lincoln+Photo+Bomb.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726676138-JIF5STFQ8ZE2A7MCSMUE/Operations+Group.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1626726678836-EI9LJYPMNSQ4XMNADWYQ/Wade+%26+Keizer.png WealthVest Blog - WealthVest Employees Take Part in Spirit Week Celebration https://www.wealthvest.com/wealthvestblog/wealthvest-employees-volunteer-with-local-animal-shelter monthly 0.5 2021-06-23 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624468963099-QXMSLC53SLAXBQ3JFQB1/IMG-2502.jpg WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469232215-QYEAFIGGYKYPU3SV8WUJ/IMG-2492.jpg WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter “Heart of the Valley is a wonderful organization, who does a lot of great work for lost and abandoned animals in our community,” said Megan Todd, a volunteer from WealthVest. “I loved getting to spend some quality time with my coworkers doing one of the things I love most, helping animals. Honestly, I had to do everything in my power to not take every single one of the animals home.” https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469304150-667AA5I2KV6R3JVQ4ZG0/IMG-2476.jpg WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469304058-6VUNSB0JEX4Q6YMJ7F1G/IMG-2483.jpg WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469311734-Q0KULMOTI71RJZDFSL0S/IMG-2484.jpg WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469310692-FVEBOLE2GQAVKV36XABA/IMG-2494.jpg WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469311903-CU7UZXJ9E8MZC67LOAF5/MicrosoftTeams-image+%2821%29.png WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469313020-75KSA7P9OL3DKJL560A9/MicrosoftTeams-image+%28221%29.png WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624469351656-DXIPNF0DENZ42P8CF06M/IMG-2502.jpg WealthVest Blog - WealthVest Employees Volunteer With Local Animal Shelter https://www.wealthvest.com/wealthvestblog/6-video-marketing-ideas-to-elevate-your-practice monthly 0.5 2021-06-23 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624379687279-G0X9GCHXZJANPJXIIZWE/C1024.jpg WealthVest Blog - 6 Video Marketing Ideas to Elevate Your Practice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624380325857-BN61J5ULQWKDJYN60BF0/pexels-cowomen-2041396.jpg WealthVest Blog - 6 Video Marketing Ideas to Elevate Your Practice Pro Tip: Record multiple Q&A videos in one sitting to save time and energy. This will also help you to build up a library of content that you can easily pull from and post throughout the month. https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1624380127756-T8VLXXHAQAHCLWIEGB66/pexels-tima-miroshnichenko-5708716.jpg WealthVest Blog - 6 Video Marketing Ideas to Elevate Your Practice Pro Tip: Check out our library of free, downloadable resources for some great ideas on how to educate your clients on the benefits of annuities in a retirement portfolio. https://www.wealthvest.com/wealthvestblog/webinar-how-to-become-an-income-planning-professional-with-wade-d-pfau-phd-cfa monthly 0.5 2021-04-19 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1618846924300-3CS7OEUHMO6QHU83KX3Y/Book+MockUp.jpg WealthVest Blog - WEBINAR: How to become an income planning professional with Wade D. Pfau, Ph.D., CFA https://www.wealthvest.com/wealthvestblog/capitalize-on-seasonal-marketing-opportunities-and-events monthly 0.5 2021-04-15 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1618507499525-PIYMZSOTWFM4EVC35HDO/C1023.png WealthVest Blog - Capitalize on Seasonal Marketing Opportunities and Events https://www.wealthvest.com/wealthvestblog/wealthvest-publishes-definitive-guide-on-retirement-income-planning monthly 0.5 2021-04-01 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1617309628611-TXF3KCGGNT2S360AY2EF/Book+MockUp.jpg WealthVest Blog - WealthVest Publishes Definitive Guide On Retirement Income Planning Redefining Retirement: A Safe and Secure Way Down the Mountain by Wade Pfau Ph.D., CFA, RICP https://www.wealthvest.com/wealthvestblog/developing-a-strategy-for-social-media monthly 0.5 2021-03-10 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1614107451804-MP3TXOM6K2DXW571OVKC/C1022.jpg WealthVest Blog - Developing a Strategy for Social Media https://www.wealthvest.com/wealthvestblog/taxable-vs-tax-deferred monthly 0.5 2020-12-08 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1597185266261-MOJ3Y4CBIGW7FF51JYAO/TaxChart.png WealthVest Blog - Taxable vs. Tax-deferred https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1597185401033-FRKXGOF2MUFMEXF9UHUQ/Rule72.jpg WealthVest Blog - Taxable vs. Tax-deferred https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1597185648430-O1C8AZ7OEQEH4J466GRK/ChartTax.PNG WealthVest Blog - Taxable vs. Tax-deferred https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1597185728078-FWDG1S66K76WI22QT9BP/LUMPsum.png WealthVest Blog - Taxable vs. Tax-deferred https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1597185777225-T2ZP77CIF2R0CCNCDX1J/ImageTaxable.png WealthVest Blog - Taxable vs. Tax-deferred 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tell your story online can make all the difference. https://www.wealthvest.com/client-connect-information-request daily 0.75 2025-08-28 https://www.wealthvest.com/client-connect-white-labeled-sales-tools-term-conditions daily 0.75 2025-08-28 https://www.wealthvest.com/redefiningretirement daily 0.75 2026-03-11 https://images.squarespace-cdn.com/content/v1/5e67b42d73c9a5222768593e/1636493513087-A573YRRQVHQULARLKRUB/Book%2BMockUp.jpg Redefining Retirement: The Definitive Guide On Retirement Income Planning - Redefining Retirement: A Safe and Secure Way Down the Mountain Written by Wade Pfau, PhD, CFA, RICP, an authority in the field of retirement income planning. Redefining Retirement a Safe and Secure Way Down the Mountain, provides a whirlwind tour of capital marketing, annuity & insurance product and illustrates how “risk pooling” can optimize the decumulation phase of the lifecycle. 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Registration Page (Copy) A large military aircraft carrier docked at a port with visitors walking around. 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