News

Shifting to a 100% fiduciary approach for holistic, intentional financial planning

Does your employer offer the ability to purchase company stock within your 401(k)? You may be able to take advantag...

What does the recent Federal Reserve interest rate cut mean for mortgage rates?

Join Brian J. Lockett, CFP® as he explores CWM's current outlook on the markets.

The aim of SECURE Act 2.0 is to better strengthen the American retirement system by improving ways Americans can sa...

The market conditions that typically precede economic recession and significant stock market declines have been pre...

Planning for the future is one of the most loving actions you can take for your family.

No two investors are alike, but investors do tend to fit into three different archetypes. Comprehensive Wealth Mana...

Honoring the companion animals of the CWM community!

What it is. How it works. When to take it.