• About
  • Service
    • Personal Wealth Management
    • Small Business Retirement Solutions
  • Podcast
  • FAQ
  • Client Portal
  • Contact
Helping your assets grow with custom, individualized financial advice. Helping your assets grow with custom, individualized financial advice.
  • About
  • Service
    • Personal Wealth Management
    • Small Business Retirement Solutions
  • Podcast
  • FAQ
  • Client Portal
  • Contact

Archives

Monthly Archive for: "June, 2020"
 Bear Market Rally or New Bull Run?
 0
By Will
In Wealth Management
Posted June 4, 2020

Bear Market Rally or New Bull Run?

As a result of the coronavirus pandemic, late winter and spring of 2020 have been anything but settled on many fronts, including the economy and financial markets. As an investment advisor and [...]

READ MORE
 Is Now A Good Time for Home Refinance?
 0
By Will
In Wealth Management
Posted June 4, 2020

Is Now A Good Time for Home Refinance?

Many of our wealth management clients are wondering: Is now the right time for a home refinance?  Lower mortgage rates generally are a great thing for existing homeowners looking to lower their [...]

READ MORE
 How is the Pandemic Affecting Seattle Real Estate?
 0
By Will
In Wealth Management
Posted June 1, 2020

How is the Pandemic Affecting Seattle Real Estate?

With all of the economic uncertainty surrounding COVID-19, how will it affect Seattle real estate? What headwinds, if any, does the regional residential real estate market face?  If you listen to [...]

READ MORE

DISCLOSURE

All content provided on this website is created and published for general informational and educational purposes only. Sapling Wealth Management, LLC is not providing any financial, investment, legal, accounting, or tax, or other advice or recommendations specific to your situation. Any information or opinions should not be used to make decisions and we strongly recommend all information and ideas should be discussed in detail with a qualified professional prior to implementation. All investments involve the risk of loss. Past performance is no guarantee of future results.

Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Also, note that such material is not updated regularly and some of the information may not be current. Content on this web site may include links to articles and information on third-party sites we find interesting. This should not be construed as an endorsement by Sapling Wealth Management, LLC or anyone associated with Sapling Wealth Management LLC. Sapling Wealth Management, LLC has no control over third-party sites. Your use of third-party sites is governed by the terms of use and privacy and security policies applicable to such sites. Sapling Wealth Management, LLC reserves the right to change how the content is managed and views reflected in the commentary section are subject to change at any time without notice.

Sapling Wealth Management, LLC is a registered investment adviser in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Currently Sapling Wealth Management. LLC handles most of its out-of-state clients via an exemption process. For more information, please read our ADV – Brochure. You can check the firm’s background by visiting adviserinfo.sec.gov.