CWM News

Giving and Community
I Know a Pro: Heidi Wills of PAWS
When animals around the Northwest need help - whether it's a puppy looking for a loving home or a bald eagle in ne...
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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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CWM News
Ask the Experts, 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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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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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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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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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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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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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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CWM News
The Ultimate Tips for Millennial Homebuyers
Thinking about purchasing your first home? CWM Vice President Brian Lockett, CFP®, recently shared some expert tips...
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