Articles

Giving and Community
Charitable Giving: There’s a strategy to writing that check
It's easy to write a check to your charity of choice, but like any aspect of financial planning, thinking strategic...
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Market Insights
Market Outlook: So...What's Next?!
2022 was the worst combined year for the 60/40 stock/bonds portfolio since 1974 (with both asset groups negative);...
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Articles
4 Tips for Navigating a Layoff
If you've been laid off, you may have more options than you think.
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Tax Planning and Strategy
2022 Year-End Tax Reminders
Just a few helpful reminders regarding 2022 IRA contributions
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CWM News
2022 State of the Company: A Letter from Our President
As we prepare to wrap up 2022, it's time again to stop and reflect. We at CWM have learned and accomplished so much...
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Market Insights
Catch 2022: Insights for a potential recession
With recession looming, being defensive remains the right call despite conservative positioning not working as expe...
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CWM News
Scenes from CWM's 2022 Great Gingerbread Build
Thank you to all of the wonderful client families and friends that made for such a fun Great Gingerbread Build th...
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Market Insights
Year-End Market Outlook: The Big Question (Part 2)
In the mid-year market outlook, CWM's Chief Investment Officer, Morgan Arford, focused on the continued 40-year hig...
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Articles
6 Tips to Shop Safely: Cybersecurity reminders for the holidays
Online scammers know all-too-well how stressed and distracted people are during the holidays. Below are CWM's 6 tip...
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Articles
YEAR-END REMINDER: 2022 RMDs and IRA Contributions
With 2022 coming to an end, it's worthwhile to check on contributions and withdrawals from your IRA accounts. Here...
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