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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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Opinion: Brace for a market correction in 2020
CWM News
Opinion: Brace for a market correction in 2020
CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...
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SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Pre-Retirement and Retirement
SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Many folks generally have an idea that the majority of Americans don’t have enough saved for retirement. But the ac...
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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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