Posts by Morgan Arford

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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
Current Risks Create Future Rewards: A Debt Story
Market Insights
Current Risks Create Future Rewards: A Debt Story
Recent Federal Reserve rate hikes and balance sheet tapering have resulted in substantially tighter borrowing condi...
Read More
Greed is (NOT) Good
Goals & Planning
Greed is (NOT) Good
When it comes to long-term financial success, our own greed is often one of the biggest threats.
Read More
We No Longer Fear the Boogeyman
Market Insights
We No Longer Fear the Boogeyman
Based on market behavior/sentiment, market selloffs will never be a problem again. Abnormal investor complacency ca...
Read More
News

Media Inquiries

Annie Alley