Goals & Planning

Thinking about purchasing your first home? CWM Vice President Brian Lockett, CFP®, recently shared some expert tips...

When we think about what living richly means to us, it often conjures images of saving for retirement, financing t...

If you were to invent the person who would walk your family through the process of preparing for and earning a spot...

Brian Lockett, CFP® shares with parents how they can prepare their children to be financially responsible before th...

This article provides an overview of retirement saving strategies, particularly when utilizing 401(k) plans—includi...

Analyzing the Most Non-Traditional of Non-Traditional Investments

Most financial advisory firms preach the virtues of investing with a “buy and hold” mentality, which is very simila...

“You make the right decision for the long run. You manage for the long run, and you continue to move to higher valu...

When it comes to long-term financial success, our own greed is often one of the biggest threats.

Most of us stride through life not thinking that something bad is just around the corner and disaster is about to s...