Videos | Mar 17, 2026

VIDEO: 2026 Spring Market Outlook

Join Brian J. Lockett, CFP® and Chief Investment Officer Morgan Arford as they discuss macroeconomic trends, current events and their impact on the economy, and how it all relates to CWM's portfolio positioning and model review - with featured speaker Joyce Huang, CFA®, Senior Client Portfolio Manager with American Century Investments. Plus, don't miss our introduction to Direct and Custom Indexing - a new investment offering at CWM!

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VIDEO: Market Perspectives

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