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Helping your assets grow with custom, individualized financial advice. Helping your assets grow with custom, individualized financial advice.
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Archives

Author Archive for: "Will"
 The Top Trends in Wealth Management in 2020
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By Will
In Wealth Management
Posted September 24, 2020

The Top Trends in Wealth Management in 2020

It’s been a crazy year. In the midst of market changes and ongoing uncertainty, the wealth management industry has experienced three impactful trends. Are any of these impacting you? Read on to [...]

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 5 Tips to Better Wealth Management
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By Will
In Wealth Management
Posted September 22, 2020

5 Tips to Better Wealth Management

Are you looking to more effectively build and manage your wealth? These five tips have stood the test of time – and you can put them to use to improve your approach to wealth management today. 1. [...]

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 Getting Your House in Order
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By Will
In Financial Advisor, Individuals, Small Business, Wealth Management
Posted September 3, 2020

Getting Your House in Order

Since early spring, the coronavirus pandemic has shut down much of the US economy as we have traditionally known it. As a result, some individuals permanently or temporarily lost their jobs, some [...]

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 A New “It” Sector for Investment Dollars?
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By Will
In Financial Advisor, Market Outlook & Strategy, Wealth Management
Posted July 13, 2020

A New “It” Sector for Investment Dollars?

Will a new “It” sector potentially emerge from the coronavirus pandemic? I think so. As a financial advisor and wealth management professional, I am always keeping an ear-to-the-ground for a [...]

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 Bear Market Rally or New Bull Run?
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By Will
In Uncategorized
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 [...]

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 Is Now A Good Time to Refinance My Home?
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By Will
In Uncategorized
Posted June 4, 2020

Is Now A Good Time to Refinance My Home?

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

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 How is the Pandemic Affecting Seattle Real Estate?
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By Will
In Uncategorized
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 [...]

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 Getting Around to This Now May Mitigate Future Stress
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By Will
In Uncategorized
Posted May 14, 2020

Getting Around to This Now May Mitigate Future Stress

I read an interesting article the other day, that as a financial advisor, got me thinking. For many people, estate planning falls into the “I know I should do it, but somehow I never get around [...]

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 10 Time Sensitive Topics You Need to Know during the COVID-19 Crisis
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By Will
In Individuals, Small Business
Posted April 14, 2020

10 Time Sensitive Topics You Need to Know during the COVID-19 Crisis

As a part of my service to individuals and small businesses offering 401k retirement benefits, I have developed a network of strategic vendors.  These are people who I rely on to provide timely [...]

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 Expanded Retirement Plan Options under the CARES Act
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By Will
In Individuals
Posted April 8, 2020

Expanded Retirement Plan Options under the CARES Act

The Coronavirus Aid Relief and Economic Security (CARES) Act is a significant piece of legislation representing nearly $2 trillion in support for individuals and businesses.  This is a massive [...]

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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 the 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, or anyone associated with, Sapling Wealth Management. Sapling Wealth Management 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 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 is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is 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 handles most of its out-of-state clients via an exemption process. For more information please read the ADV – Brochure and check the background of this firm on FINRA’s BrokerCheck.

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