Market Insights
Market Insights
Market Outlook: So...What's Next?!
2022 was the worst combined year for the 60/40 stock/bonds portfolio since 1974 (with both asset groups negative);...
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Market Insights
Catch 2022: Insights for a potential recession
With recession looming, being defensive remains the right call despite conservative positioning not working as expe...
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Market Insights
Year-End Market Outlook: The Big Question (Part 2)
In the mid-year market outlook, CWM's Chief Investment Officer, Morgan Arford, focused on the continued 40-year hig...
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Market Insights
Mid-Year Market Outlook: The Big Question
The roller coaster ride of 2022 has caused a lot of anxiety for investors. The highest inflationary pressures in 40...
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Market Insights
A Plan for the Future: Mid-Year Market Synopsis and Legacy Planning
Market valuations have come down substantially (even more under the main index numbers) and despite making what we...
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Market Insights
Discipline Amidst Uncertainty
2022 has been a frustrating experience for investors regardless of strategy employed or assets owned. Both stock an...
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Giving and Community
Beyond the bottom line: The ESG Effect
As our society continues to adapt to greater awareness of shifting social dynamics, climate change concerns, and ec...
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Market Insights
425 Business: Weathering the Storm
425 Business asked Brian Lockett and Morgan Arford to share their thoughts on interest rates, inflation, and the cu...
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Market Insights
When the Tide Goes Out
As the world moves away from emergency COVID support, can the market stand on its own two feet? The current (somewh...
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Market Insights
Market Outlook: Stealth Correction
U.S. 2021 market performance was strong, masking significant underlying market weakness. With extreme outlier high...
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