Zermatt Wealth Partners
Spring 2023 Playbook
BECOME A LIQUIDITY PROVIDER. A BRIDGE TO SOMEWHERE.
The market is currently in a state of flux, with two major risks competing with each other: 1) hot sticky inflation from a tight labor market, and 2) a lot of deeply recessionary, forward-looking economic data. While the outcome of this tug-of-war remains uncertain, we believe there are currently great investment opportunities by acting as a liquidity provider in both the public and private markets.
We hope you find the content informative and insightful.
If you would like us to review your portfolio and discuss our current thoughts, please click the button below
To access our Spring 2023 Playbook please fill out the following fields:
(619)487-0808
3170 Fourth Avenue, 3rd Floor, San Diego, CA 92103
© 2021 Zermatt Holdings, LLC. All Rights Reserved.
Important Disclaimer: PLEASE NOTE, we are NOT CPAs OR LICENSED TO PROVIDE TAX ADVICE. This information is intended for educational purposes only. Please seek qualified professional tax advice when making any tax related decisions regarding your Employee Equity Compensation. Please contact us if you would like a referral to a trusted tax professional not related to Zermatt Wealth Partners.
Disclosures: This report was prepared by Zermatt Wealth Partners, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Zermatt Wealth Partners, Form ADV Part 2A & 2B can be obtained by written request directly to: 3170 Fourth Ave., 3rd Floor, San Diego, CA 92103. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
The information herein was obtained from various sources. Zermatt Wealth Partners does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. Zermatt Wealth Partners assumes no obligation to update this information, or to advise on further developments relating to it.