Posts by Brian J. Lockett, CFP®
![Market Outlook: Making Sense of Mixed Signals](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Market Insights
Market Outlook: Making Sense of Mixed Signals
Data is sending mixed signals with significant stock market downside still possible due to high valuations and risi...
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![Buying Down Mortgage Rates](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Goals & Planning
Buying Down Mortgage Rates
Home Buying Strategies for High Interest Rate Environments
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![Puget Sound Business Journal: Weathering a recession as a small business](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Business Planning
Puget Sound Business Journal: Weathering a recession as a small business
As we near mid-2023, all signs indicate a recession is likely to occur by the end of the year. But that's not the e...
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![Tax Time: Proactive strategies for small businesses](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Tax Planning and Strategy
Tax Time: Proactive strategies for small businesses
Now that tax season has come to a close, it’s a good time for small business owners to reflect on overall tax strat...
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![Price Reduced: What's on the Horizon in 2023?](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Market Insights
Price Reduced: What's on the Horizon in 2023?
With recession looming, the stock market looks primed for further declines. Bonds, on the other hand, typically do...
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![Charitable Giving: There’s a strategy to writing that check](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Giving and Community
Charitable Giving: There’s a strategy to writing that check
It's easy to write a check to your charity of choice, but like any aspect of financial planning, thinking strategic...
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![Tips for the 2023 Tax Season](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Articles
Tips for the 2023 Tax Season
In the thick of summer events and travel, next year's tax filing deadline might seem like a far-off concern. At Com...
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![A Plan for the Future: Mid-Year Market Synopsis and Legacy Planning](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Market Insights
A Plan for the Future: Mid-Year Market Synopsis and Legacy Planning
Market valuations have come down substantially (even more under the main index numbers) and despite making what we...
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![Blended investment strategies: Planning for days in the sun and days in the shade](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Articles
Blended investment strategies: Planning for days in the sun and days in the shade
Sometimes, a multi-pronged approach - what we call a blended strategy - may make sense when you consider market fac...
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![Understanding the ROI of Career Pathways](https://www.cwmnw.com/themes/cwmnw/assets/images/1x1.png)
Lifestyle
Understanding the ROI of Career Pathways
We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....
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