Videos

VIDEO: How to Protect Yourself from Cybersecurity Threats
Videos
VIDEO: How to Protect Yourself from Cybersecurity Threats
With significant increases in internet crime since 2020, there's no doubt that cybercriminals are getting more soph...
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VIDEO: The Richest Man in Babylon
Videos
VIDEO: The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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VIDEO: What type of investor are you?
Goals & Planning
VIDEO: What type of investor are you?
No two investors are alike, but investors do tend to fit into three different archetypes. Comprehensive Wealth Mana...
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Building your financial journey: One step at a time
Goals & Planning
Building your financial journey: One step at a time
How do you intentionally start on the path toward big goals like saving for your future? One small step at a time....
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VIDEO: A New Way to Look at Your Bucket List
Videos
VIDEO: A New Way to Look at Your Bucket List
A bucket list is a collection of goals, dreams, and aspirations that a person would like to accomplish in their lif...
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VIDEO: What's the Big Deal about Beta?
Market Insights
VIDEO: What's the Big Deal about Beta?
What is beta and how can it affect your financial future? CWM’s Chief Investment Officer Morgan Arford helps to bre...
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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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