Thirdlies | Mar 9, 2022

CWM Thirdly | Edmonds (March 9th)


Waitlist Only

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:

  • The early 2022 market correction
  • How to think about the market: Strategic planning according to your investment style and risk tolerance
  • Current inflation outlook and what higher interest rates could mean for real estate
  • Is it dangerous to own bonds?
  • Washington State estate tax changes

This event is open to CWM clients, professional partners, and their guests. There is no cost or obligation to attend.

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When the Tide Goes Out


When the Tide Goes Out
Wednesday, March 09, 2022 @ 6:00pm
Girardi's Osteria
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