Articles

Charitable Giving: There’s a strategy to writing that check
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 Outlook: So...What's Next?!
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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4 Tips for Navigating a Layoff
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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2022 Year-End Tax Reminders
Tax Planning and Strategy
2022 Year-End Tax Reminders
Just a few helpful reminders regarding 2022 IRA contributions
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2022 State of the Company: A Letter from Our President
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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Catch 2022: Insights for a potential recession
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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Scenes from CWM's 2022 Great Gingerbread Build
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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Year-End Market Outlook: The Big Question (Part 2)
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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6 Tips to Shop Safely: Cybersecurity reminders for the holidays
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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YEAR-END REMINDER: 2022 RMDs and IRA Contributions
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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