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Financial Tips for Navigating COVID-19 and a Market Downturn
CWM News
Financial Tips for Navigating COVID-19 and a Market Downturn
In the midst of the COVID-19 pandemic, CWM continues to be here as a resource for our clients. We’re sharing some c...
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Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
Pre-Retirement and Retirement
Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
The recent stock market sell-off and legislation like the SECURE (Setting Every Community Up for Retirement) Act an...
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“Can I Afford to Retire Now?” Navigating Big Questions Around Boeing’s Voluntary Layoff and Retirement Packages
Pre-Retirement and Retirement
“Can I Afford to Retire Now?” Navigating Big Questions Around Boeing’s Voluntary Layoff and Retirement Packages
In August 2020, Boeing announced that the company will once again be offering Voluntary Layoff (VLO) packages to qu...
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CWM Client Story: Meet Steve Milkis
CWM News
CWM Client Story: Meet Steve Milkis
Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...
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The VIX: A Hopeful Sign for a Less Fearful Future
Market Insights
The VIX: A Hopeful Sign for a Less Fearful Future
Leave it to the economists to put a number on fear. Of course, none of us needs a data point to experience the impa...
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Tips for a Tumultuous Market
Market Insights
Tips for a Tumultuous Market
It’s hard to believe that just a few short months ago, the term COVID-19 didn’t even exist. Here at CWM, we couldn’...
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Calming the Fear After Market Loss
Market Insights
Calming the Fear After Market Loss
Based on historical trends and current data, CWM is planning for volatile market conditions to continue for at leas...
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Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
CWM News
Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...
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Tax Deadlines Extended Due to Coronavirus
Tax Planning and Strategy
Tax Deadlines Extended Due to Coronavirus
The IRS has announced extensions to federal tax filing and payment deadlines to help individuals and businesses bet...
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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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