Market Insights

Discipline Amidst Uncertainty
Market Insights
Discipline Amidst Uncertainty
2022 has been a frustrating experience for investors regardless of strategy employed or assets owned. Both stock an...
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Beyond the bottom line: The ESG Effect
Giving and Community
Beyond the bottom line: The ESG Effect
As our society continues to adapt to greater awareness of shifting social dynamics, climate change concerns, and ec...
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425 Business: Weathering the Storm
Market Insights
425 Business: Weathering the Storm
425 Business asked Brian Lockett and Morgan Arford to share their thoughts on interest rates, inflation, and the cu...
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When the Tide Goes Out
Market Insights
When the Tide Goes Out
As the world moves away from emergency COVID support, can the market stand on its own two feet? The current (somewh...
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Market Outlook: Stealth Correction
Market Insights
Market Outlook: Stealth Correction
U.S. 2021 market performance was strong, masking significant underlying market weakness. With extreme outlier high...
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VIDEO: What's the Big Deal about Beta?
Market Insights
VIDEO: What's the Big Deal about Beta?
What is beta and how can it affect your financial future? CWM’s Chief Investment Officer Morgan Arford helps to bre...
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Looking Ahead: The Butterfly Effect
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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Market Update: Risky Business
Market Insights
Market Update: Risky Business
Establishing well-reasoned philosophies in supporting data and then acting on those philosophies with discipline is...
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How High is Too High?
Market Insights
How High is Too High?
Like Icarus flying towards the sun, high market valuations represent significant overconfidence, which in the past...
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VIDEO: Inflation Expectations
Market Insights
VIDEO: Inflation Expectations
As price hikes on everything from bicycles to home prices become more commonplace, many are wondering what inflatio...
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