Sign in

Business
News
WealthVest
WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Hosted on Acast. See acast.com/privacy for more information.
Total 186 episodes
Go to
S2E27: An Unexpected Jobs Report

S2E27: An Unexpected Jobs Report

In this episode Drew and Grant discuss the unexpected jobs report, easing guidelines on small businesses, college affordability due to Covid-19, U.S. manufacturing, civil unrest and its history in the stock market, oil, discussions around negative interest rates and the state of PE.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.Sources: https://www.cnbc.com/2020/06/05/jobs-report-may-2020.html https://www.cnbc.com/2020/06/05/coronavirus-relief-trump-signs-bill-to-ease-limits-on-small-business-loans.htmlhttps://www.cnbc.com/2020/06/04/more-than-half-of-students-probably-cant-afford-college-due-to-covid-19.htmlhttps://www.cnbc.com/2020/06/01/us-manufacturing-activity-pulls-off-11-year-low.htmlhttps://grow.acorns.com/why-protests-have-little-effect-on-stock-markets/https://www.cnbc.com/2020/05/25/oil-is-on-track-for-its-best-month-ever-after-rebound-but-traders-say-its-not-out-of-the-woods.htmlhttps://www.cnbc.com/2020/06/02/negative-interest-rates-could-be-needed-for-a-v-recovery-fed-economist-says.htmlhttps://www.economist.com/finance-and-economics/2020/05/30/can-private-equity-firms-turn-a-crisis-into-an-opportunity  Hosted on Acast. See acast.com/privacy for more information.
31:2810/06/2020
S2E26:  Increased Oversight and Are We In a Dead Cat Bounce?

S2E26: Increased Oversight and Are We In a Dead Cat Bounce?

In this episode Drew and Grant discuss whether or not this market rally is a dead cat bounce, new oversight on foreign companies, different takes on the economic recovery timeline, state budgets, how much the pandemic can cost the global economy, the Franco- German fund proposal and America's future in financial dominance.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.Sources: https://www.cnn.com/2020/05/19/investing/dow-jones-stock-market-v-shaped-recovery/index.htmlhttps://www.cnbc.com/2020/05/20/senate-passes-bill-on-oversight-of-chinese-companies-alibaba-shares-move-lower.htmlhttps://www.cnbc.com/2020/05/18/kevin-hassett-fed-chief-too-pessimistic-on-economic-recovery.htmlhttps://www.cnbc.com/2020/05/15/want-a-fast-recovery-invest-in-tests-feds-kaplan-says.htmlhttps://fivethirtyeight.com/features/congress-could-extend-the-recession-if-it-doesnt-bail-out-the-states/https://www.marketwatch.com/story/today-in-scary-numbers-pandemic-could-cost-global-economy-82-trillion-2020-05-19?mod=home-pagehttps://foreignpolicy.com/2020/05/20/germany-fiscal-union-france-euro-fund/https://www.economist.com/special-report/2020/05/07/geopolitics-and-technology-threaten-americas-financial-dominance  Hosted on Acast. See acast.com/privacy for more information.
33:5728/05/2020
S2E25: NYSE to Reopen and the FED Buys ETFs

S2E25: NYSE to Reopen and the FED Buys ETFs

In this episode Grant and Drew discuss the NYSE's partial reopen, the $48 billion in unemployment insurance last month, the potential of future legislative relief, possible tax increases, 1/4 of restaurants at risk of going out of business, Jerome Powell on contraction, the FED's purchase of ETFs and how the poorest U.S. households have been affected by the Corona virus.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.Sources: FED Distribution of US Wealth* https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/https://www.peoplespolicyproject.org/2019/06/14/top-1-up-21-trillion-bottom-50-down-900-billion/General Topicshttps://www.cnbc.com/2020/05/14/new-york-stock-exchange-to-partially-reopen-may-26-with-vital-new-safety-measures-president-says.htmlhttps://www.cnbc.com/2020/05/14/americans-got-48-billion-in-unemployment-benefits-in-april.htmlhttps://www.cnbc.com/2020/05/14/coronavirus-updates-chuck-schumer-talks-house-relief-bill.htmlhttps://grow.acorns.com/national-debt-vs-deficit/https://www.bloomberg.com/news/articles/2020-05-14/one-quarter-of-american-restaurants-won-t-reopen-opentable-says?srnd=premiumhttps://www.cnbc.com/2020/05/17/powell-says-jobless-rate-could-top-30percent-but-he-doesnt-see-another-depression.htmlhttps://www.cnbc.com/2020/05/14/nearly-40percent-of-the-poorest-households-hit-with-a-job-loss-during-pandemic-fed-study-shows.htmlhttps://www.bloomberg.com/news/articles/2020-05-14/fed-buys-305-million-of-etfs-at-start-of-historic-program?srnd=premium Hosted on Acast. See acast.com/privacy for more information.
29:0520/05/2020
S2E24: States Reopening and The Future of Beef

S2E24: States Reopening and The Future of Beef

In this most recent episode Drew and Grant discuss some takeaways from earnings calls, the state of airlines, the future of beef, states reopening, BlackRock's stance on government bonds, dividend payouts during layoffs, the swing state standpoint on continued payments and the state of private business in China.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
34:5518/05/2020
S2E23: Bonus Podcast-May Special Guest

S2E23: Bonus Podcast-May Special Guest

In this bonus podcast Jonathan Golub, Chief U.S. Equity Strategist for Credit Suisse, joins Grant and Drew to discuss a wide range of topics including:GDP forecasts, unemployment rates, the shape of the recovery and the role of the FED during this economic crisis.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
42:2411/05/2020
S2E22: April's Rally and Autocrats

S2E22: April's Rally and Autocrats

In this episode Drew and Grant give a market update and discuss the long-term investments in working remotely, job data, April's rally, blueprints for structured lock downs ,states and countries opening up, Italy's credit rating downgrade and a movement towards power grabs and a rise in autocracy across the globe. Articles: https://www.cnbc.com/2020/04/30/7-trillion-to-be-invested-in-making-work-more-digital-servicenow.htmlhttps://www.cnbc.com/2020/04/30/us-weekly-jobless-claims.htmlhttps://www.cnbc.com/2020/04/29/dow-futures-jump-100-points-after-solid-tech-earnings-facebook-up-10percent.htmlhttps://www.cnbc.com/2020/04/29/coronavirus-8-month-structured-lockdowns-may-halve-economic-damage.htmlhttps://www.bloomberg.com/graphics/2020-europe-eases-lockdowns/?srnd=economics-vphttps://www.cnbc.com/2020/04/29/fitch-downgrades-italys-credit-rating-to-one-notch-above-junk.htmlhttps://www.economist.com/international/2020/04/23/would-be-autocrats-are-using-covid-19-as-an-excuse-to-grab-more-powerWealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
35:5006/05/2020
S2E21: United States of Amazon

S2E21: United States of Amazon

In this episode Grant and Drew discuss Gilead's drug testing, tech companies and hiring, potential unemployment numbers, new guidance for small business loans, the oil market, the future of Amazon and China's stimulus policies. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
34:4604/05/2020
S2E20: Expiring Oil Contracts and Continued Job Losses

S2E20: Expiring Oil Contracts and Continued Job Losses

In this episode Drew and Grant discuss the most recent economic data, the Empire State Manufacturing Index, job losses in the United States, home-builder sentiment, business aid, 401k(s) and the CBO on the budget deficit. Grant discusses virtual drafts in the final thoughts segment.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
28:5124/04/2020
S2E19: ANTs and An Aggressive FED

S2E19: ANTs and An Aggressive FED

In this episode Drew and Grant talk about a stalemate in the senate, jobless claims, the creation of a new economic panel, The Fed's response , ETFs, the launch of ANT's and continued developments in the oil market. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
37:0117/04/2020
S2E18: The Paycheck Protection Program

S2E18: The Paycheck Protection Program

In this episode Drew and Grant discuss the WHO’s update on vaccines and treatment, Bank of America beginning to take loan requests, small buisness funding, ISMs, the IMF's jobs forecast, March's jobs report , future saving tendencies, and techonolgy start-ups in the midst of Covid-19. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
34:1014/04/2020
S2E17: The DPA and Corporate Darwinism

S2E17: The DPA and Corporate Darwinism

In this episode Drew and Grant discuss consumer confidence, 4th quarter economic growth, the St. Louis FED estimates, the DPA, corporate Darwinism, oil and Sino- U.S. relations. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
33:2903/04/2020
S2E16: Working On a Deal and Stock Buybacks Post Corona

S2E16: Working On a Deal and Stock Buybacks Post Corona

In this episode Grant and Drew give a market update, discuss the NYSE temporarily closing the trading floor, the increase in 10-year treasury yields last week, the stimulus bills and policies being proposed to combat the virus, universal basic Income (UBI) in times of such economic uncertainty, banning stock buybacks as a provision of a bailout, a history of economic rebounds and Jamie Dimon.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
28:2825/03/2020
S2E15: Corona Woes Continue

S2E15: Corona Woes Continue

In this episode Drew and Grant discuss the market sell-off, airlines, Fed policy in light of the virus, corona virus price gauging, 5G and Europe working with Huwaei.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
26:4213/03/2020
S2E14: Volatility Onslaught

S2E14: Volatility Onslaught

In this episode Drew and Grant discuss the history of market shocks, Wall Street's take on interest rates, whether the corona virus can lead to a recession, U.S. manufacturing activity, decoupling from China's supply line, the uptick rule and a declining dollar.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
25:4605/03/2020
S2E13: Just Another Manic Monday

S2E13: Just Another Manic Monday

In this episode Grant and Drew talk about the large stock market sell-off, small business confidence, the U.S. oil industry cutting expenses, Boeing and the removal of a key tax break, the Fed's most recent minutes, stock market forecasting, the price of gold and Japan's economic slowdown.*0:53: " Alphabet, Facebook Amazon, Microsoft and Apple" $238 billion in losses https://www.cnbc.com/2020/02/24/coronavirus-plunge-msft-aapl-googl-amzn-fb-lose-220b-in-value.html Article Links: https://www.cnbc.com/2020/02/19/small-business-confidence-uptick-signals-positive-outlook-for-economy.htmlhttps://www.cnbc.com/2020/02/18/us-oil-industry-expected-to-cut-spending-by-10-15percent-and-restructure-dallas-fed-says.htmlhttps://finance.yahoo.com/news/washington-state-lawmakers-must-act-193639292.htmlhttps://www.cnbc.com/2020/02/19/fed-minutes-january-2020.htmlhttps://www.cnbc.com/2020/02/19/jp-morgans-kolanovic-sees-a-bubble-in-defensive-and-tech-stocks.htmlhttps://www.marketwatch.com/story/this-simple-math-means-stock-market-returns-will-be-anemic-over-the-next-decade-2020-02-18?https://www.cnbc.com/2020/02/20/gold-surges-to-7-year-high-as-investors-seek-safety-trade.htmlmod=home-pagehttps://www.economist.com/asia/2020/02/20/japans-gdp-shrinks-dramatically-after-a-tax-rise-and-a-typhoon https://www.economist.com/finance-and-economics/2019/12/05/japans-economic-troubles-offer-a-glimpse-of-a-sobering-futureWealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
25:2127/02/2020
S2E12: 401k Millionaires and Credit Card Debt

S2E12: 401k Millionaires and Credit Card Debt

In this episode Drew and Grant discuss consumer sentiments reaching a 15-year high in February, the record number of 401(k) millionaires, credit card debt reaching an all time high, European tech earnings, the sustained dominance of the U.S. stock market, secular stagnation in history and Tesla's new stock offering.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
23:1819/02/2020
S2E11: Jobless Claims and Huawei

S2E11: Jobless Claims and Huawei

This last week Drew and Grant discuss China spending $10 billion on containing the Corona virus, the US productivity rebound, weekly jobless claims dropping to a 9-month low, the declining interest traders have on the jobs report, natural gas prices and Huawei.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
28:4717/02/2020
S2E10: Growing  Corona Virus Concerns and Iowa's Debacle

S2E10: Growing Corona Virus Concerns and Iowa's Debacle

In this episode Drew and Grant discuss Facebook's slide, corporate concerns surrounding the corona virus, changing supply lines due to the virus, manufacturing in January, the largest decline in imports since 2009, economic weakness in France and Italy in comparison to Spain's economic rebound and the election debacle in Iowa.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
31:1409/02/2020
S2E9: The Corona Virus Fallout

S2E9: The Corona Virus Fallout

In this episode Drew and Grant talk about the corona virus, the bond market, upcoming 20-year bond sales, oil, the housing market, hedge funds in 2019, insurance companies after the SECURE Act and Brexit finally happening. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
27:1829/01/2020
S2E8: The Roaring 20's

S2E8: The Roaring 20's

In this episode Drew and Grant talk about the leadership council meeting they were at in Washington D.C, removing China as a currency manipulator, the job report for December, wage growth, home mortgage rates, Global debt-to-GDP ratios, the U.S. budget deficit, and the decade of bitcoin.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
32:1623/01/2020
S2E7: Wrapping Up The 2010's

S2E7: Wrapping Up The 2010's

In this episode Drew and Grant talk about the state of the global economy, the possibility of a melt up, unemployment claims, U.S. retail sales, a decade of bad economic forecasting, phase 1 trade deals with China, Aramco's IPO and Britain's election result.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
23:4122/12/2019
S2E6: Paul Volcker's Legacy

S2E6: Paul Volcker's Legacy

In this episode Drew and Grant discuss Paul Volcker's legacy, job growth in November, the U.S. trade deficit, weekly jobless claims, market valuations, Aramco's IPO, the election in the U.K. and Japan's stimulus. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
29:5513/12/2019
S2E5: The Public Pension Crisis

S2E5: The Public Pension Crisis

In this episode Drew and Grant discuss consumer confidence, PMIs, projected auto sales, jobless claims, public pensions, China, Asian savings rates and India liberalizing its bond market.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
29:3205/12/2019
S2E4: Best Bull Market Ever

S2E4: Best Bull Market Ever

In this episode Drew and Grant discuss how this recent bull market is now officially the best ever, the bond market raising red flags, repo rates, China trade talks, USCMA trade talks, the oil market and the state of the German economy.Edit: *13:37 the reference to FDI was meant to be 2018 not 2008.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin Davis Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
26:4421/11/2019
S2E3: The Inverted Yield Reverted

S2E3: The Inverted Yield Reverted

In this weekly episode Drew and Grant discuss the reversion of the inverted yield curve, gold prices, Morgan Stanley's 10-Year Outlook, Emerging Markets, treasury yields, U.S. Recession chances, trade progress with China and the potential of breaking up big tech.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
30:5213/11/2019
S2E2: Average Inflation Targeting and the Sahm Rule

S2E2: Average Inflation Targeting and the Sahm Rule

In this episode Drew and Grant discuss the most recent jobs report, earnings season, a recent report on average inflation targeting, the dividend rally and the Sahm rule. On a global front; the global manufacturing decline, U.S.- China trade war progress and the U.K.'s upcoming election were also discussed.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
27:2007/11/2019
S2E1: IPOs and Mario Draghi

S2E1: IPOs and Mario Draghi

In this episode Drew and Grant talk the most recent FED chatter, the problem tech IPOs are facing, global growth projections, declining stock buy-backs, the declining importance of inflation as a economic metric and reasons why economists are so bad at forecasting recessions.The LinkedIn webinar that was addressed in the podcast can be found here: pages.wealthvest.com/WVSM1021The article discussing the inaccuracy associated with economic forecasting can be found here: https://fivethirtyeight.com/features/economists-are-bad-at-predicting-recessions/WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Sam YarboroughDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
28:5430/10/2019
S1E9: Tech's role on interest rates, Hong Kong and the Primaries

S1E9: Tech's role on interest rates, Hong Kong and the Primaries

Tim and Drew discuss recent market metrics, FED fund futures, non- farm payrolls, average hourly earnings, technological breakthroughs and their role on interest rates, developments in China including Hong Kong; and the state of the election season. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
32:4104/10/2019
S1E8:  Manufacturing, Deficits and Brexit

S1E8: Manufacturing, Deficits and Brexit

In this episode, Tim and Drew discuss PMIs dropping below 50, bond yields, consumer confidence, the CBOs revised deficit forecasts and the potential of issuing 50 to 100-year bonds. Trade tensions, Brexit and German discontent with negative interest rates are also discussed as a lingering political risks. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
29:3003/10/2019
S1E7: The Global Slowdown

S1E7: The Global Slowdown

In this episode Tim and Drew discuss the global slowdown, the meeting of central bankers at Jackson Hole, consumer sentiment, retail data, the spread between 5- year treasury yields and TIPS and the ongoing dispute between President Trump and Jerome Powell.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
26:4204/09/2019
S1E6: China's Long Cycle

S1E6: China's Long Cycle

Drew and Tim discuss the new jobs numbers, ISMs, China's economic decline and the second round of the Democratic debates. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
20:0609/08/2019
S1E5: Slowing GDP

S1E5: Slowing GDP

In this episode Drew and Tim discuss the GDP numbers, technical warning signs for the stock market, negative yielding bonds, the IMFs forecast on economic growth and politics both in the U.S. and the U.K. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
31:4902/08/2019
S1E4: Rate Cuts on the Horizon

S1E4: Rate Cuts on the Horizon

In this episode of WealthVest: The Weekly Bull & Bear Tim and Drew discuss the FED, dividends, consumer sentiment, the budget negotiations minimum wage policy, China’s slowdown, oil prices and the European Central Bank.   *Clarification: 26:07 should have been stated as the 6-day war in 1967WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
33:1426/07/2019
S1E3: America's Longest Recovery

S1E3: America's Longest Recovery

In the episode Drew and Tim discuss the recent earnings reports, job numbers and the faith in global central banks. A historical analysis of this recovery is briefly discussed relative to other economic recoveries in United States history. The housing market, the status of European banks and some discussion of recent political legislation is also addressed. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
32:1919/07/2019
S1E2: FED Easing?

S1E2: FED Easing?

In this episode of WealthVest The Weekly Bull and Bear, Tim and Drew covered the potential of Fed easing, alongside subsequent moves in central banks across Europe and Asia. Business Investment and capital expenditures were covered. Tim and Drew discussed the ramifications of regulations concerning the tech industry. In terms of global events, Brexit, the crisis in Iran and its ramifications to international oil markets was also addressed. Jerome Powell’s position as head of the FED was also discussed.  *Clarification: The Turkish elections discussed were relating to the mayoral election in Istanbul. While Recep Erdoğan’s political party suffered a blow, he remains President of Turkey.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
29:4717/07/2019
S1E1: The Launch

S1E1: The Launch

In the first episode of this season, Wade Dokken, Drew Dokken and Tim Pierotti discussed the non-farm payrolls of May as well as the current 10-year treasury numbers. Central bank policies around the world were discussed as well as wages and sectors affected by tariffs. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Hosted on Acast. See acast.com/privacy for more information.
29:3717/07/2019