Videos
![VIDEO: Downloading the CWM Client Portal App](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Videos
VIDEO: Downloading the CWM Client Portal App
CWM Clients: watch this short tutorial on how to download the CWM Client Portal app for your smartphone and devices...
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![VIDEO: Accessing Your Quarterly Performance Report](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Videos
VIDEO: Accessing Your Quarterly Performance Report
CWM Clients: watch this short tutorial on how to access your quarterly performance report in the new Client Portal.
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![VIDEO: CWM's Performance Targeting System®](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
CWM News
VIDEO: CWM's Performance Targeting System®
A client-first approach: Inside CMW's strategic investment planning process.
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![VIDEO: Live Intentionally. Live Richly.](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Videos
VIDEO: Live Intentionally. Live Richly.
What does it mean to live richly? At CWM, we believe there are countless ways to live richly by building a life mor...
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![Building your financial journey: One step at a time](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
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: What's the Big Deal about Beta?](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
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](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
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](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
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](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
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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