Posts by Morgan Arford

The Tools for Ascent
Market Insights
The Tools for Ascent
Knowing where you are in your financial climb will help discern the tools and tactics needed. For the wealth-preser...
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VIDEO: Analyzing How Heavy Truck Sales Tell Us More About the Economy
Market Insights
VIDEO: Analyzing How Heavy Truck Sales Tell Us More About the Economy
Do heavy-weight truck sales act as an indicator for the overall health of the economy? CWM's Chief Investment Offi...
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The State of the Markets
Market Insights
The State of the Markets
The COVID-19 situation is improving and a still damaged economy is recovering, but high market valuations and greed...
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Opinion: How to Invest Thoughtfully During Tumultuous Times
Goals & Planning
Opinion: How to Invest Thoughtfully During Tumultuous Times
CWM's Chief Investment Officer, Morgan Arford, shared his investment wisdom and strategies with Puget Sound Busines...
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What a Change in Legislative Control Means for You and Your Portfolio
Market Insights
What a Change in Legislative Control Means for You and Your Portfolio
In light of the increasingly dramatic news in recent weeks, you may have questions about how current events - and t...
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Fragile Concentration
Market Insights
Fragile Concentration
The old saying “Never put all your eggs in one basket” is top-of-mind as major U.S. stock indices, like the S&P 500...
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Clash of the Economic Titans
Market Insights
Clash of the Economic Titans
Massive forces are battling each other for economic supremacy; no one can be certain of the ultimate outcome. In th...
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Client Alert - Go Long!
Market Insights
Client Alert - Go Long!
CWM models played defense admirably well thus far through the COVID-19 crisis. Valuations across asset classes have...
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Wisdom of the Ancients
Market Insights
Wisdom of the Ancients
CWM model exposures ended the year (conservative) much differently than they started (aggressive). Despite recent p...
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Rumblings of Recession
Market Insights
Rumblings of Recession
Warning signs often precede major geological events like earthquakes. Markets are very similar, as sharp sell-offs...
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