Market Insights

Market Insights
Price Reduced: What's on the Horizon in 2023?
With recession looming, the stock market looks primed for further declines. Bonds, on the other hand, typically do...
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CWM News
VIDEO: CWM's Performance Targeting System®
A client-first approach: Inside CMW's strategic investment planning process.
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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 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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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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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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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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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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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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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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