Posts by Morgan Arford

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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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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Game of Unknowns
Market Insights
Game of Unknowns
While trade tensions with China have flared up once again, it remains in both countries’ interest to come to a mutu...
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Boy… That Escalated Quickly
Market Insights
Boy… That Escalated Quickly
When investors went to bed on September 20th, 2018, the United States stock markets were at all-time highs and for...
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The Price of Prudence
Goals & Planning
The Price of Prudence
Most financial advisory firms preach the virtues of investing with a “buy and hold” mentality, which is very simila...
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