Insights

What we think

May 2026

Thinking in Market Cycles

January 2026

AI and Portfolio Discipline

July 2025

A Timely Reminder: Diversification Still Matters

March 2025

Weathering Market Volatility With a Steady Hand

November 2024

The 2024 "Red Wave" Election Results

May 2024

The 2024 Election, Stagflation, and Gold Rally

December 2023

The Impact of High(er) Interest Rates

September 2023

Sapient's Approach to ESG Investing

July 2023

Managing Risk through a Narrow Market Rally

January 2023

The Revenge of Win By Not Losing

October 2022

This Recovery Might Be U-Shaped

June 2022

The Best Offense is a Good Defense

March 2022

Thoughts on the War in Ukraine - March 2022

August 2021

Rising Inflation and Tax Rates - August 2021

February 2021

Speculating vs. Investing

November 2020

Markets vs. the Real Economy

June 2020

Covid-19 and the Future of the Economy

February 2020

We Look For Vulnerabilities, Not Triggers.

October 2019

When Do You Buy Snow Tires? Before the Snow.

May 2019

The Unexpected and the Unthinkable are The Norm, Not an Anomaly

December 2018

The Worst December Since the Great Depression

Sapient Private Wealth Management
101 E Broadway
Suite 480
Eugene, OR 97401

info@sapientpwm.com

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