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Tips for a Tumultuous Market
CWM News
Tips for a Tumultuous Market
It’s hard to believe that just a few short months ago, the term COVID-19 didn’t even exist. Here at CWM, we couldn’...
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Calming the Fear After Market Loss
Calming the Fear After Market Loss
Based on historical trends and current data, CWM is planning for volatile market conditions to continue for at leas...
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Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
CWM News
Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...
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Client Alert - Go Long!
Market Insights
Client Alert - Go Long!
CWM models played defense admirably well thus far through the COVID-19 crisis. Valuations across asset classes have...
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CWM Operations Amid COVID-19
CWM News
CWM Operations Amid COVID-19
The health and well-being of our clients and team members is our utmost priority. To that end, with the evolving CO...
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Opinion: Brace for a market correction in 2020
CWM News
Opinion: Brace for a market correction in 2020
CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...
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SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Pre-Retirement and Retirement
SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Many folks generally have an idea that the majority of Americans don’t have enough saved for retirement. But the ac...
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Wisdom of the Ancients
Market Insights
Wisdom of the Ancients
CWM model exposures ended the year (conservative) much differently than they started (aggressive). Despite recent p...
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Holiday Recipe: Earl Grey Tea Shortbread Cookies
Lifestyle
Holiday Recipe: Earl Grey Tea Shortbread Cookies
Courtesy of CWM's very own Kelsey Wingate, who enjoys making, sharing, and eating these Earl Grey Tea Shortbread Co...
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2019 IRA Contribution Reminders
Tax Planning and Strategy
2019 IRA Contribution Reminders
Just a few helpful reminders regarding 2019 IRA Contributions
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