WealthVest's newest whitepaper addresses domestic and international market indicators, consumer sentiment, developments in portfolio management and annuity sales.
BOZEMAN, Mont., April 26, 2023 /PRNewswire-PRWeb/ -- WealthVest has recently published its first quarterly market review. WealthVest: Rethinking Retirement Q1' 2023 in Review explores the overall economic and market conditions, domestic and international trends, changes in portfolio management and structured note and annuity sales for 2022.
Coauthored by Chief Investment Officer Tim Pierotti and Senior Institutional Marketing Manager Drew Dokken, the piece represents the first time WealthVest formulated its house view on broader macroeconomic trends and developments in personal finance.
One of the key takeaways is the under-performance of 60/40 portfolios over the past year. Tim Pierotti elaborated on this development, stating the following:
"Bonds don't work as a hedge for stocks when stocks are going down because of inflation concerns."
Additionally, the whitepaper examines WealthVest's most updated survey on investor behavior as well as its findings on Sustainable Withdrawal Rates in 2023.
The whitepaper can be downloaded using the link below:
https://www.wealthvest.com/quarterly-research
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About WealthVest
WealthVest is one of the leading distributors of fixed, fixed-index, registered index–linked and variable annuities—as well as structured products—to U.S. financial advisors. WealthVest's leadership is fueled by proprietary thought leadership, consumer-driven product design expertise, strategic marketing, technology and specialization in both field- and hybrid-based advisor wholesaling. Follow them on Facebook and LinkedIn or visit wealthvest.com.
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Media Contact
Andrew Dokken, Senior Institutional Marketing Manager, WealthVest, 1 4065519413, [email protected]
SOURCE WealthVest
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