Latest News and Press Releases

Want to stay updated on the latest news?

Sign into Reader Account Create Reader Account

October 24, 2016 06:07 ET | Source: WealthVest

WealthVest Welcomes Chris DeMale as Regional Consultant for the Illinois and Wisconsin Territory

BOZEMAN, Mont., Oct. 24, 2016 (GLOBE NEWSWIRE) -- via PRWEB - Mr. DeMale comes to WealthVest with a long track record of working with advisory firms to support the investment decision-making,...
October 17, 2016 06:05 ET | Source: WealthVest

WealthVest Releases - Estimating Retirement Income In A High Valuation, Low Rate Environment in Sustainable Withdrawal Rates for New Retirees in 2016

BOZEMAN, Mont., Oct. 17, 2016 (GLOBE NEWSWIRE) -- via PRWEB - The newly updated white paper, Rethinking Retirement: Sustainable Withdrawal Rates for New Retirees in 2016 (download here) , is a...
June 03, 2016 04:34 ET | Source: WealthVest

WealthVest Endorses The IRI's Partnership With The Social Media Platform Gainfully

BOZEMAN, Mont, June 3, 2016 (GLOBE NEWSWIRE) -- via PRWEB - WealthVest, a premier content provider on Gainfully, welcomes the opportunity to provide members of the Insured Retirement Institute (IRI)...
May 11, 2016 05:04 ET | Source: WealthVest

Are Portfolio Allocations and Risk Tolerance Out-of-sync? Investors Have Become More Risk Averse in the Past Decade, but Continue to Hold High-Risk Assets

BOZEMAN, Mont., May 11, 2016 (GLOBE NEWSWIRE) -- via PRWEB - Retirement investors are more risk averse than they were a decade ago. Yet, the results of a recent WealthVest Marketing survey show a...
March 10, 2016 16:07 ET | Source: WealthVest

Optimizing Portfolio Performance for Income-seeking Investors in a Rising Interest Rate Environment May Be as Easy as Adding Fixed Index Annuities to the Mix

BOZEMAN, Mont., March 10, 2016 (GLOBE NEWSWIRE) -- via PRWEB - Building portfolios that generate enough income for older investors, those who are nearing or in retirement, during a bond bear market...
January 07, 2016 14:04 ET | Source: WealthVest

Largest Study to Date Examining Social Media Trends Within Financial Services - Over 1,100 Financial Professionals Share How They Use Social Media in Their Practice

SAN FRANCISCO, Calif., Jan. 7, 2016 (GLOBE NEWSWIRE) -- via PRWEB - The WealthVest study and full findings have been released in the January 2016 Issue of FA Magazine and reveal that the vast majority...
November 02, 2015 21:19 ET | Source: WealthVest

Timing Is Everything -- Have Today's Retirees Saved Enough To Weather An Early Loss?

BOZEMAN, Mont., Nov. 2, 2015 (GLOBE NEWSWIRE) -- via PRWEB - Sequence of returns risk is magnified for retirees and pre-retirees as there is less recovery time to make up for losses in the event of a...
October 01, 2015 17:33 ET | Source: WealthVest

Safe Withdrawal Rate: 2% Not 4% Today - Say Leading Financial Experts

BOZEMAN, Mont., Oct. 1, 2015 (GLOBE NEWSWIRE) -- via PRWEB - WealthVest's findings disrupt the current perception of what investor savings can safely generate in retirement. Our research finds that an...