Videos

VIDEO: How to Make the Most of Your Charitable Giving
Videos
VIDEO: How to Make the Most of Your Charitable Giving
It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...
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VIDEO: Take Control of Your Finances - Financial Literacy Tips for Women
Goals & Planning
VIDEO: Take Control of Your Finances - Financial Literacy Tips for Women
Financial literacy is imperative for women as we continue working to break down historic barriers that have traditi...
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VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
Videos
VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
There are many layers to understanding whether a new job offer or compensation package will be right for your finan...
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VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
Tax Planning and Strategy
VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...
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VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
Retirement and Pre-Retirement
VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...
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VIDEO: Inflation Expectations
Market Insights
VIDEO: Inflation Expectations
As price hikes on everything from bicycles to home prices become more commonplace, many are wondering what inflatio...
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VIDEO: Understanding ABLE Accounts
Goals & Planning
VIDEO: Understanding ABLE Accounts
For families who have children with disabilities, living richly often means providing them with the resources and s...
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VIDEO: Understanding Compound Interest (Part 2)
Starting Strong
VIDEO: Understanding Compound Interest (Part 2)
In the second installment of our Starting Strong series, CWM financial advisor Marc Knauss continues sharing his in...
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VIDEO: Understanding Compound Interest (Part 1)
Starting Strong
VIDEO: Understanding Compound Interest (Part 1)
Marc Knauss is an experienced financial advisor, but wishes he knew more about the benefits of compound interest ea...
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VIDEO: Analyzing How Heavy Truck Sales Tell Us More About the Economy
Market Insights
VIDEO: Analyzing How Heavy Truck Sales Tell Us More About the Economy
Do heavy-weight truck sales act as an indicator for the overall health of the economy? CWM's Chief Investment Offi...
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Annie Alley