Perspectives | Nov 8, 2022

CWM Thirdly | Webinar (12:30pm)


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'll cover:

  • In the news: an update on inflation, interest rates, real estate, and the upcoming midterm elections
  • Recession preparation: how withdrawals impact a portfolio, reviewing budgets for cost savings, and revisiting large expenses
  • Laying the groundwork for future opportunities
  • Current CWM model review: riding out the economic storm with patience

Learn more about the current market environment and how your CWM team has been working to protect and sustainably grow your portfolio.

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 the potential loss of principal.

Catch 2022


Catch 2022
Tuesday, November 08, 2022 @ 12:30pm
via Zoom