News

Comprehensive Wealth Management (CWM)’s lead advisor and Certified Financial Planner™ practitioner Brian Lockett wa...

Establishing well-reasoned philosophies in supporting data and then acting on those philosophies with discipline is...

If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...

The CWM team is proud to share that we recently celebrated an exciting achievement: our 20th anniversary.

Like Icarus flying towards the sun, high market valuations represent significant overconfidence, which in the past...

At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...

In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...

More than half of individuals in the U.S. will need some form of long-term care in their lifetimes. When accidents,...

As price hikes on everything from bicycles to home prices become more commonplace, many are wondering what inflatio...

CWM President Shilo Lockett recently spoke with 425 Business about the historic and systemic reasons women have bee...