Videos

When markets shift, experienced investors stick to their strategy.

For many, retirement is a time to relax and focus on hobbies they never had time for while working. But for some, r...

Most individuals know that following the markets can be stressful. Behavioral finance looks at how reactive emotion...

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

No two investors are alike, but investors do tend to fit into three different archetypes. Comprehensive Wealth Mana...

How do you intentionally start on the path toward big goals like saving for your future? One small step at a time....

A bucket list is a collection of goals, dreams, and aspirations that a person would like to accomplish in their lif...

What is beta and how can it affect your financial future? CWM’s Chief Investment Officer Morgan Arford helps to bre...

It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...

Financial literacy is imperative for women as we continue working to break down historic barriers that have traditi...