Perspectives | 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.

When the Tide Goes Out


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