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CWM's Brian Lockett, CFP® Named IFG Elite Advisor in 2020
CWM News
CWM's Brian Lockett, CFP® Named IFG Elite Advisor in 2020
Comprehensive Wealth Management (CWM)’s lead advisor and Certified Financial Planner™ practitioner Brian Lockett wa...
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Market Update: Risky Business
Market Insights
Market Update: Risky Business
Establishing well-reasoned philosophies in supporting data and then acting on those philosophies with discipline is...
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VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
Tax Planning and Strategy
VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...
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Living Richly for 20 Years and Counting
CWM News
Living Richly for 20 Years and Counting
The CWM team is proud to share that we recently celebrated an exciting achievement: our 20th anniversary.
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How High is Too High?
Market Insights
How High is Too High?
Like Icarus flying towards the sun, high market valuations represent significant overconfidence, which in the past...
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Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
Tax Planning and Strategy
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...
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VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
Retirement and Pre-Retirement
VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...
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Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
More than half of individuals in the U.S. will need some form of long-term care in their lifetimes. When accidents,...
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VIDEO: Inflation Expectations
Market Insights
VIDEO: Inflation Expectations
As price hikes on everything from bicycles to home prices become more commonplace, many are wondering what inflatio...
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425 Business: Taking a Seat at the Table
CWM News
425 Business: Taking a Seat at the Table
CWM President Shilo Lockett recently spoke with 425 Business about the historic and systemic reasons women have bee...
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