News

We're proud to announce that Lead Advisor Brian Lockett has earned the designation of Accredited Estate Planner®

Learn how our Risk Adjusted Models (RAM) work, and what type of investor and/or account types they are generally be...

Questions to keep in mind when interviewing financial advisors

The importance of individual financial planning

Does a relationship with a financial advisor really make a difference when it comes to your finances?

Learn how our Wealth Accumulator Models (WAM) work, and what type of investor and/or account types they are general...

We shredded an elephant's worth of paper!

Should I make extra principal payments on my mortgage to pay it off more quickly?

Tariffs are in the news. But what is a tariff? How does it work? Will it actually cause a recession?

In this short Market Update video, CWM's Chief Investment Officer Morgan Arford breaks down the current investment...