Articles
 
			
				Market Insights
			
			Practical Ways to Age-Proof Your Brain
			
				This fall’s Market Outlook event, held in the Black Box Theater at Edmonds College, was a double-feature...
			
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				Starting Strong 
			
			Smart Starts: Financial Fundamentals for College-Bound Students
			
				Do you have a college-bound student in your life who could benefit from practical tips and advice?
			
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				Retirement and Pre-Retirement
			
			Year-End Reminder: 2025 RMDs and IRA Contributions
			
				Year-End To Do's: Checking-in on IRA account contributions and withdrawals
			
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				Articles
			
			Living richly at every stage: A guide to holistic financial planning
			
				Finding your personalized financial strategy starts with your definition of a richer, more intentional lifestyle
			
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				CWM News
			
			Behind the Scenes at CWM: Preparing for You!
			
				We pride ourselves on delivering high-touch, holistic, and intentional investment planning.
			
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				Articles
			
			How Fiduciaries Put Clients First
			
				Partnering with a financial planning team can provide clarity and actionable steps to define and pursue your goals.
			
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				CWM News
			
			Brian J. Lockett, CFP® Earns Distinguished Estate Planning Accreditation
			
				We're proud to announce that Lead Advisor Brian Lockett has earned the designation of Accredited Estate Planner®
			
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				Lifestyle
			
			How Do You Choose the Right Advisor?
			
				Questions to keep in mind when interviewing financial advisors
			
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				Goals & Planning
			
			When Should I Hire a Financial Advisor?
			
				Does a relationship with a financial advisor really make a difference when it comes to your finances?
			
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