Market Insights

What's Going On With the Banks?
Market Insights
What's Going On With the Banks?
We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoug...
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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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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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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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Mid-Year Market Outlook: The Big Question
Market Insights
Mid-Year Market Outlook: The Big Question
The roller coaster ride of 2022 has caused a lot of anxiety for investors. The highest inflationary pressures in 40...
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A Plan for the Future: Mid-Year Market Synopsis and Legacy Planning
Market Insights
A Plan for the Future: Mid-Year Market Synopsis and Legacy Planning
Market valuations have come down substantially (even more under the main index numbers) and despite making what we...
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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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