Articles
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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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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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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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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CWM News
CWM Client Spotlight: The Survivors and Partners
Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...
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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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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 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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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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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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