Market Insights

Behind every financial decision is a human shaped by emotion, experience, and instinct.

Direct Indexing may be able to provide both personalization and tax management to help you reach your financial goa...

Geopolitical crises may drive short-term market volatility, but history shows that disciplined investors who stay i...

Join Brian J. Lockett, CFP® and Chief Investment Officer Morgan Arford as they discuss macroeconomic trends, curren...

Prepare your portfolio for what's next.

Historically high market valuations would normally argue for a more defensive stance. However, strong tailwinds fro...

Join CWM Advisors Brian J. Lockett, CFP®, AEP® and Chase Ferderer, BFA™, CRPC® as they discuss the current market o...

This fall’s Market Outlook event, held in the Black Box Theater at Edmonds College, was a double-feature...

Tariffs are in the news. But what is a tariff? How does it work? Will it actually cause a recession?

In this short Market Update video, CWM's Chief Investment Officer Morgan Arford breaks down the current investment...