Join CWM Advisors Brian J. Lockett, CFP®, AEP® and Chase Ferderer, BFA™, CRPC® as they discuss the current market outlook with Chief Investment Officer Morgan Arford answering the questions;
- What has changed in our data set?
- How do those changes impact our outlook?
- What are we watching moving forward?
Video recorded May 20, 2026
All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance that future performance will be comparable to past performance.
Our models are overseen by our Chief Investment Officer and are updated as frequently as needed to reflect changes to specific holdings or allocation weights. Results are calculated based on end-of-day pricing for model holdings. While our models are maintained and updated in real time, the results of our models are still considered “hypothetical” because they do not reflect the results of any actual portfolio managed by CWM. Actual client portfolios will vary from the models based on such factors as timing of investment and length of time the portfolio was managed by CWM; client-specific cash flow requirements; differences in pricing due to any lags between the date the models were updated and related portfolio changes were implemented; and the possible inclusion of legacy or other client-requested positions that differ from the model holdings. Actual client results may differ materially from model results, and past model results are not a guarantee of future results. The S&P 500 differs substantially from our models and our portfolios, including the fact that it is comprised entirely of large-cap US equities and is more diversified than our models and our portfolios.
The slides presented are from sources that Comprehensive Wealth Management believes to be reliable as of the date of issuance; however, we cannot guarantee or represent that they are accurate or complete, and we will not update the content as circumstances and our associated views change. This recording is not intended as personalized investment advice. We provided investment advice only to our clients and only in accordance with the terms of our advisory agreement. Instead, the content is educational and is offered to provide understanding about our investment approach and thinking. This is not a solicitation or an offer to buy any security or investment or to participate in any trading strategy.