Articles

Authority Magazine: Five Things You Need to be a Highly Effective Leader During Turbulent Times
Lifestyle
Authority Magazine: Five Things You Need to be a Highly Effective Leader During Turbulent Times
Authority Magazine sat down with Shilo Lockett as part of their "Five Things You Need To Be A Highly Effective Lead...
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Discipline Amidst Uncertainty
Market Insights
Discipline Amidst Uncertainty
2022 has been a frustrating experience for investors regardless of strategy employed or assets owned. Both stock an...
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Beyond the bottom line: The ESG Effect
Giving and Community
Beyond the bottom line: The ESG Effect
As our society continues to adapt to greater awareness of shifting social dynamics, climate change concerns, and ec...
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Financial literacy tips for every stage of life
Goals & Planning
Financial literacy tips for every stage of life
Did you know that April is Financial Literacy month? It's a great time to revisit financial and lifestyle goals, pl...
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425 Business: Weathering the Storm
Market Insights
425 Business: Weathering the Storm
425 Business asked Brian Lockett and Morgan Arford to share their thoughts on interest rates, inflation, and the cu...
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When the Tide Goes Out
Market Insights
When the Tide Goes Out
As the world moves away from emergency COVID support, can the market stand on its own two feet? The current (somewh...
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Shelf Indulgence: Too Many Books!
Articles
Shelf Indulgence: Too Many Books!
Welcome to another edition of CWM's Shelf Indulgence! Spring is here and I'm reveling in the extra daylight in the...
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Blended investment strategies: Planning for days in the sun and days in the shade
Articles
Blended investment strategies: Planning for days in the sun and days in the shade
Sometimes, a multi-pronged approach - what we call a blended strategy - may make sense when you consider market fac...
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What type of investor are you?
Articles
What type of investor are you?
Are you a Captain, a Navigator, or a Passenger? Let's take a look at these three investment personalities and see w...
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Market Outlook: Stealth Correction
Market Insights
Market Outlook: Stealth Correction
U.S. 2021 market performance was strong, masking significant underlying market weakness. With extreme outlier high...
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