2023 Winter Thirdly (Bellevue)Join Wait List
This event is SOLD OUT. Please contact the office at (425) 778-6160 if you would like to be added to the wait list. Alternatively, please join us for the webinar presentation at 12:30pm on Wednesday, March 1st by registering HERE.
CWM offers our Thirdly events three times a year to keep clients informed and up-to-date on our investment strategy and portfolio philosophy, market cycles, planning topics, and the science of the Portfolio Targeting System (PTS®).
At this event we will cover:
- In the news: an update on inflation, real estate, and other economic areas of interest. Is a recession on the horizon?
- How to determine when greater risk could be taken in a portfolio
- Options and ideas for excess cash in the current investment environment
- Current CWM model review: Waiting patiently for opportunity while the storm swirls
This event is open to CWM clients, professional partners, and their guests. There is no cost or obligation to attend.
*No investment strategy can guarantee a profit or protect against loss. Investing involves risk including potential loss of principal.