CWM News

Starting Strong: The Young Professional's Guide to Financial Independence
Goals & Planning
Starting Strong: The Young Professional's Guide to Financial Independence
“If you really look closely, most overnight successes took a long time.” ― Steve Jobs
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Opinion: It's possible to maintain long-term financial goals while navigating a job transition
CWM News
Opinion: It's possible to maintain long-term financial goals while navigating a job transition
2020 has been a tumultuous year for many people, but more so if you have lost your job. While it may feel impossib...
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Ask the Professionals, Volume I: Questions That Clients Ask Our CWM Team
CWM News
Ask the Professionals, Volume I: Questions That Clients Ask Our CWM Team
At CWM, while we tailor our counsel to clients’ singular goals and needs, based on an individuals’ life stages and...
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Financial Tips for Navigating COVID-19 and a Market Downturn
CWM News
Financial Tips for Navigating COVID-19 and a Market Downturn
In the midst of the COVID-19 pandemic, CWM continues to be here as a resource for our clients. We’re sharing some c...
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Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
Pre-Retirement and Retirement
Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
The recent stock market sell-off and legislation like the SECURE (Setting Every Community Up for Retirement) Act an...
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CWM Client Story: Meet Steve Milkis
CWM News
CWM Client Story: Meet Steve Milkis
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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Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
CWM News
Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...
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Client Alert - Go Long!
Market Insights
Client Alert - Go Long!
CWM models played defense admirably well thus far through the COVID-19 crisis. Valuations across asset classes have...
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Opinion: Brace for a market correction in 2020
CWM News
Opinion: Brace for a market correction in 2020
CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...
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24 Hours with Shilo Lockett
CWM News
24 Hours with Shilo Lockett
425 Business sat down with Shilo Lockett to learn more about how she approaches her role as CWM's president and wha...
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