Perspectives | Nov 7, 2023

Fall Thirdly | Navigating the Upside Down

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"Good news is no longer bad news and bad news is no longer good." - Liz Anne Sonders, Chief Investment Strategist, Charles Schwab

"This is the hardest time I've ever seen to forecast - ever." - Brian Wesbury, Chief Economist, First Trust Portfolios

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 Performance Targeting System (PTS®).

At this event we'll cover:

  • Market Outlook: How CWM is navigating the current economic landscape for clients
  • In the News: current events, inflation, and real estate
  • Perspectives and opportunities from each of the CWM Investment Strategies

This event is currently at capacity. Please register to join our wait list or sign-up for the webinar presentation on Tuesday, November 7th at 12:30pm.

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

Sponsored by Frost Bank, WisdomTree, and Vanguard

Navigating the Upside Down


Tuesday, November 07, 2023 @ 6:00pm
Lake Ballinger Center
23000 Lakeview Dr
Mountlake Terrace, WA 98043
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