Market Outlook – Last Five Years
 In Wealth Management
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I think it is very important for my current & prospective clients to understand my investment thought process and market outlook.  It is critical to how I construct investor portfolios and manage investment risk for my clients.  I am also not afraid to put my prior musings under a microscope.

I firmly believe that a portfolio of thoughtful investment ideas will produce superior returns.  Attached are the last five years of my “Market Outlook” pieces.  I encourage people to read these and contrast these investment strategies with their own investment strategies over the same time period.

As with any investment, each person has a different risk profile which will significantly affect their portfolio composition and alter long-term investment strategies.  Please contact me if you would like to talk about incorporating some of my recent ideas about market outlook in your own investment portfolios.

Market Outlook 2012-2013 (PDF)

Market Outlook 2013-2014 (PDF)

Market Outlook 2014-2015 (PDF)

Market Outlook 2015-2016 (PDF)

Market Outlook 2016-2017 (PDF)

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