All Posts

Lifestyle
Shelf Indulgence: The Sunday Philosophy Club
Fall is my favorite season. I love the crisp, blue-sky days. I love the smell of falling leaves and the sound of ra...
Read More

Tax Planning and Strategy
425 Magazine: Tax-Savvy Giving Tips
Feeling philanthropic? Brian Lockett sat down with 425 Magazine to give advice on how best to stretch your dollar...
Read More

Giving and Community
I Know a Gal: Heidi Wills of PAWS
When animals around the Northwest need help - whether it's a puppy looking for a loving home or a bald eagle in ne...
Read More

CWM News
Should I Refinance My Home During the Pandemic? CWM Answers Common Questions
As we continue to make our way through this time of social and economic uncertainty, one beacon of opportunity has...
Read More

Lifestyle
Slaying Goals, Stress, and To-Do Lists
The past several months have taken a toll on everyone. We have been called upon to do things we could have never p...
Read More

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...
Read More

Goals & Planning
Starting Strong: The Young Professional's Guide to Financial Independence
“If you really look closely, most overnight successes took a long time.”
― Steve Jobs
Read More

Market Insights
Seeing Through the Eye of the Storm
As we move into the sixth month of the battle against COVID-19, we still have much to face as the hurricane rages o...
Read More

CWM News
Opinion: It's possible to maintain long-term financial goals while navigating a job transition
2020 has been a tumultuous year for many people, but more so if you have lost your job. While it may feel impossib...
Read More

CWM News
Ask the Experts, Volume I: Questions That Clients Ask Our CWM Team
At CWM, while we tailor our counsel to clients’ singular goals and needs, based on an individuals’ life stages and...
Read More