When I moved these weekly notes to Substack two years ago, my first email was about the difficulty of timing trend reversals. I started by highlighting Morningstar’s chief US market strategist’s prediction that 2024 would be the year for small-cap stocks, and finished the note by saying:
When it comes to writing about investments, the disclaimers are important. Past performance is not indicative of future returns, my opinions are not necessarily those of TSA Wealth Management, an SEC-registered investment advisor, and this is not intended to be personalized legal, accounting, or tax advice etc.
🇺🇸 enjoy cottage in Ontario- refreshing + a blast ….
Thanks, David. And Happy 4th!
When it comes to writing about investments, the disclaimers are important. Past performance is not indicative of future returns, my opinions are not necessarily those of TSA Wealth Management, an SEC-registered investment advisor, and this is not intended to be personalized legal, accounting, or tax advice etc.
For additional disclaimers associated with TSA Wealth Management please visit https://tsawm.com/disclosure or find TSA Wealth Management's Form CRS at https://adviserinfo.sec.gov/firm/summary/323123