Market Outlook – Last Five Years
 In Market Outlook & Strategy
0

I think it is very important for my current & prospective clients to understand my investment thought process.  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 outlooks 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 in your own investment portfolios.

Recent Posts

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.