Perspectives | Mar 1, 2023

2023 Winter Thirdly (Webinar)


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

If you are unable to attend, but would like to receive an email with the link to the recording, please register and select "Please email me a recording".

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.

Price Reduced


Wednesday, March 01, 2023 @ 12:30pm
Zoom Webinar