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Extreme Sounding Board - Cutting Horse
Goals & Planning
Extreme Sounding Board - Cutting Horse
Analyzing the Most Non-Traditional of Non-Traditional Investments
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Seven keys for family business successors
Business Planning
Seven keys for family business successors
The CWM team has counseled scores of founders and successors to guide them through family business transitions. Our...
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2018 IRA Contribution Reminders
Tax Planning and Strategy
2018 IRA Contribution Reminders
A few reminders regarding 2018 IRA Contributions
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Boy… That Escalated Quickly
Market Insights
Boy… That Escalated Quickly
When investors went to bed on September 20th, 2018, the United States stock markets were at all-time highs and for...
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Year-End Charitable Giving: There’s a strategy to writing that check
Giving and Community
Year-End Charitable Giving: There’s a strategy to writing that check
It’s that time of year again! Bell-ringers and red kettles at the store, toy drives at school, and mailboxes bursti...
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The Price of Prudence
Goals & Planning
The Price of Prudence
Most financial advisory firms preach the virtues of investing with a “buy and hold” mentality, which is very simila...
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Current Risks Create Future Rewards: A Debt Story
Market Insights
Current Risks Create Future Rewards: A Debt Story
Recent Federal Reserve rate hikes and balance sheet tapering have resulted in substantially tighter borrowing condi...
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Stewardship
Goals & Planning
Stewardship
“You make the right decision for the long run. You manage for the long run, and you continue to move to higher valu...
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Greed is (NOT) Good
Goals & Planning
Greed is (NOT) Good
When it comes to long-term financial success, our own greed is often one of the biggest threats.
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Annie Alley