2023 Year-End Commentary
Just like a skilled rider managing the unpredictable movements of a bucking horse, successful investors needed a combination of skill, patience, and focus during the ups and downs of 2023. The events served as a reminder of the difficulty in accurately predicting economic or market events.
Learn more in our 2023 Year-End Commentary.
This media presentation contains the current opinions of the presenters and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein may be based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation which may only be made with the presentation of an offering document. All investments contain risk and may gain or lose value.
Nothing in this presentation or invitation or email or article should be considered a solicitation, or a recommendation, to buy or sell a particular security. The Westmount Wealth Management Funds, models, and/or portfolios may sell these securities at any time, or purchase securities that have previously been sold. The statement by the portfolio managers are intended to illustrate their approach to managing the funds, models, and/or portfolios.
Certain statements in this presentation are forward looking. Forward-looking statements are statements that are predictive in nature and depend on or refer to future events or conditions. Statements that look forward in time are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the Forward-looking statements. The audience member is cautioned to consider the Forward-looking statements carefully and not to place undue reliance on them.
Unless required by applicable law, it is not undertaken, and specifically disclaimed, that there is any intention or obligation to update or revise the Forward-looking statements, whether as a result of new information, future events or otherwise.
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Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc.
