Videos | May 02, 2025

VIDEO: Yellow Light Special

In this short Market Update video, CWM's Chief Investment Officer Morgan Arford breaks down the current investment environment. From high valuations and elevated interest rates to shifting economic signals, we unpack what today's data means for your portfolio strategy - and why staying informed is more important than ever.

Market Update Video Yellow Light Special

Return to News

From complimentary, no-pressure initial consultations to ongoing client strategy meetings, CWM financial advisors are here to explore your goals and create a road map to help you live richly.

Name *

Email *

How did you hear about CWM? *

Google / Search Engine

Facebook / Instagram

Friend or Family

Other

Phone Number

Entry Page

CWM is committed to protecting the security of your personal information and will not disclose your information to any third party. Please review our Privacy Policy for more information.

Media Inquiries

Annie Alley

Related Insights

Videos

CWM's Wealth Accumulator Models

Learn how our Wealth Accumulator Models (WAM) works, and what type of investor and/or account types they are genera...

View All

Plan Intentionally

Schedule a complimentary, no-pressure phone call with a CWM financial advisor to learn if our breadth of consulting services and purpose-driven approach aligns with your needs.

Schedule