Articles

2021 State of the Company: A Letter from our President
CWM News
2021 State of the Company: A Letter from our President
At the end of another eventful year at our firm, we're taking a pause amid year-end deadlines and holiday activitie...
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Looking Ahead: The Butterfly Effect
Market Insights
Looking Ahead: The Butterfly Effect
As the world moves away from emergency COVID-19 support, can extreme high valuations continue to be justified? A va...
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The Importance of Board Diversity: Careers and good decisions flourish with new faces at the table
Business Planning
The Importance of Board Diversity: Careers and good decisions flourish with new faces at the table
We are in a meaningful time of momentum when it comes to diversifying the makeup of board rooms that have remained...
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Shelf Indulgence: Devolution (A Firsthand Account of the Rainier Sasquatch Massacre)
Lifestyle
Shelf Indulgence: Devolution (A Firsthand Account of the Rainier Sasquatch Massacre)
Just in time for Halloween comes the next installment of Shelf Indulgence featuring a natural disaster, a remote co...
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Applying for the WA Cares Tax Exemption
Tax Planning and Strategy
Applying for the WA Cares Tax Exemption
Instructions for individuals employed within the state of Washington who wish to opt-out of the WA Cares tax, which...
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Understanding the ROI of Career Pathways
Lifestyle
Understanding the ROI of Career Pathways
We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....
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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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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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