
Recorded October 16, 2026
Join CWM Advisors Brian J. Lockett, CFP®, AEP® and Chase Ferderer, BFA™ as they discuss the current market outlook with Chief Investment Officer, Morgan Arford answering the questions:
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This video runs approximately 50-minutes.
Comprehensive Wealth Management, LLC (CWM) is an SEC registered investment Advisor and Pacific Northwest wealth management firm that partners with clients to articulate and help achieve their financial goals as prudently as possible. Our high-touch, client-focused investment planning and implementation are designed to make us a trusted resource for executives, business owners, and other thoughtful investors seeking to strengthen their financial health holistically and intentionally, while managing risk while pursuing long-term growth.
The information in this video has been prepared and distributed for informational purposes only and is not a solicitation or an offer to buy any security or investment or to participate in any trading strategy. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice as individual situations will vary. For specific advice about your situation, please consult with a financial professional.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance is no guarantee of future results. This communication is informational only and is not a solicitation for investment advice.
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