WealthVest
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. For the 10,000 + baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation. Connect with us on LinkedIn and Facebook . Learn more here .
Articles by WealthVest
- Active Insights
Consumers Keep Spending Despite Weak Income Growth—What’s Really Fueling It?
Johnson Redbook which tracks same-store sales across a broad swath of retail says the same thing every month. The consumer is spending.
- Research
Fed Faces a Credibility Test as Inflation Stays Above Target Year After Year
Our view is that the Fed should look through nothing. They should take the data as it comes and accept that they don’t know the future.
- Research
Tariffs, Turmoil, and a Sudden Risk-off Morning
Seem to be anticipating that the Europeans are finally willing to take aggressive measures specifically against globally dominant US technology companies.
- Research
Don’t Fall for the 2026 Hype: The Hidden Risks Wall Street Won’t Put in Their S&P Outlooks
If you happen to have a friend who has spent a lifetime following the oil industry, ask him or her where they see oil prices a year from now.
- Research
Will the Fed Run the Economy Hot? The Policy Shift That Could Break the Dollar
Powell has sounded more dovish than I thought he would and has proven time and again to mistakenly underestimate the persistence of inflationary pressures.
- Research
The Fed Is in Zugzwang: Why Any Move Now Risks Breaking the Economy
Michael Green recently referred to the Fed as being in Zugzwang, a situation where any move, in any direction, begets more unfavorable options.
- Research
Why Americans Don’t Believe the White House on Inflation
If there has been one consistent through-line between the previous and the current White House administrations, it has been inflation.
- Research
Gold’s Surge and Dollar’s Slide Signal a Bigger Problem for the Fed
Dollar sliding through the lowest levels in three years are markets telling us that we Americans are losing our fiscal and monetary credibility.
- Research
Labor Market Softens, Bonds Surge: What the Fed’s Next Moves Signal
The most bullish market reaction is in the bond market where we are now getting to a likelihood of 3 cuts this year: Sept, Oct and Dec.
- Research
Powell’s Dilemma: The Market’s Blind Spot on Inflation, Tariffs, and Rate Cuts
Post the hotter data released this morning, the odds of a Fed rate cut in June barely budget off of 100% odds! Must admit that has kind of shocked me.
- Research
Housing Softness Is Creating Unexpected Wins — Are You Paying Attention?
Sometimes bad is good and good is bad when it comes to markets and the economy. Now is one of those times.
- Active Insights
Why Employers Can’t Find Workers—and Workers Can’t Find the Right Jobs
Terrible job market for recent graduates and many other segments of the white-collar job market and yet nearly 40% of employers can’t fill open roles
- Research
Til’ Death Do Us Part? Apple’s Risky Dependence on China
The emergence of organic Chinese firms, built in part by Apple, helped create an emerging middle class in China. #apple #china
- Research
The Warning Signs Are Everywhere: What Today’s Economy Is Really Telling Us
While this morning’s headline retail sales report showed some weakness, if you strip out gasoline where prices are down, demand looks just fine.
- Opinion
From Washing Machines to Wages: The Real Inflation Fallout from Tariffs
One of the key questions market participants want and need to better understand is the impact tariffs will have on inflation. #tariffs
- Market Intelligence
False Prophets Are Rising — How to Spot the Deceivers Among Us
Maybe it’s because I’m getting too old to abide the tech fabulism that has become so popular. #markets
- Market Intelligence
Congress in the Spotlight: Is America's Fiscal Credibility Fading?
But it is also true that a beautiful smooth lawn many years in the making can be destroyed far more quickly. #markets
- Research
Why Housing is the First Step to Real H.O.P.E. and Lasting Change
With the 10-year Treasury at 4.5% and mortgage spreads at higher-than-normal levels, we are left with a fixed mortgage rate of around 7%
- Opinion
Making Sense of the Senseless
Either they no longer feel the same way or this is a hiatus that will end with tariffs again going higher. #Trump #tariffs
- Opinion
The Sentiment Data That Cried Wolf
Are increasingly fearful of losing their job even though layoffs, according to weekly jobless claims, haven’t budged off very low levels.
- Opinion
Tariffs and Inequality: Who Really Pays the Price?
There has been no shortage of debate and analysis regarding our new tariff regime, but one vital part of the story has been largely ignored. #tariffs
- Research
The Mill Is Never Coming Back
Whether in Empire Falls or Peoria or Warren Ohio, or Helena Arkansas, the mill is never coming back. #economy
- Research
Why Housing Stocks Are Rejecting This Radical Market Shift
With lower rates, companies will be able to refinance more cheaply and that will put the economy in a better position to grow longer term.
- Active Insights
How Market Concentration Threatens Economic Stability
The decline of stocks and property held amid an increasingly concentrated minority risks economic weakness. The markets tail wags the economy dog.
- Research
Reading Between the Lines: The Treasury’s Plan for Inflation
Signaled to markets that he and the President will do what is necessary to contain the potential cycle-killing risk that higher inflation #inflation
- Research
The Great Wealth Transfer: Adapting Financial Strategies for Women
Yet many financial professionals still struggle to effectively serve this crucial demographic. #women #wealth #strategy
- Active Insights
The True Economic Realities of Illegal Immigration
An economic question that has become a highly political one. Has the significant rise in unauthorized immigration exacerbated inflation? #immigration
- Market Intelligence
What Is the QRA and Why Does Everyone All of a Sudden Care About It?
The QRA has become suddenly important because of the emerging concerns that there may be developing a supply/demand mismatch. #markets