Articles

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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Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
Tax Planning and Strategy
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...
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Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
More than half of individuals in the U.S. will need some form of long-term care in their lifetimes. When accidents,...
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425 Business: Taking a Seat at the Table
CWM News
425 Business: Taking a Seat at the Table
CWM President Shilo Lockett recently spoke with 425 Business about the historic and systemic reasons women have bee...
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Highlights from the Washington State Long-Term Care Services and Support Act
Goals & Planning
Highlights from the Washington State Long-Term Care Services and Support Act
Beginning January 1, 2025, the new Washington State Long-Term Care Services and Support Act (HB 1087) will go into...
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Making Cents of Compensation
Goals & Planning
Making Cents of Compensation
Not all job offers are created equal - and evaluating compensation packages can be like comparing apples to oranges...
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Shelf Indulgence: The Invisible Life of Addie LaRue
Lifestyle
Shelf Indulgence: The Invisible Life of Addie LaRue
If you had one wish, what would you wish? Would you wish to be the richest person in the world? Discover the cure f...
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