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When most of us think about 401(k)s, the movie “Fun with Dick and Jane” is probably the last thing on anyone’s mind...

For employees who have the option of investing in a 401(k) retirement savings plan through an employer, taking adva...

Brian Lockett, CFP® and financial advisor Marc Knauss outline considerations for Boeing employees who have accepted...

Leave it to the economists to put a number on fear. Of course, none of us needs a data point to experience the impa...

CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...

Brian Lockett, CFP® shares with parents how they can prepare their children to be financially responsible before th...

This article provides an overview of retirement saving strategies, particularly when utilizing 401(k) plans—includi...

Analyzing the Most Non-Traditional of Non-Traditional Investments

It’s that time of year again! Bell-ringers and red kettles at the store, toy drives at school, and mailboxes bursti...

Most of us stride through life not thinking that something bad is just around the corner and disaster is about to s...