Articles

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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Giving and Community
CWM's Shred & E-Cycle Event was a Success!
We shredded an elephant's worth of paper!
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Articles
Extra Mortgage Payments: Wise Move or Missed Opportunity?
Should I make extra principal payments on my mortgage to pay it off more quickly?
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Market Insights
Tariffs: Economic Tool or Recession Trigger?
Tariffs are in the news. But what is a tariff? How does it work? Will it actually cause a recession?
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