News

Brian Lockett, CFP® and financial advisor Marc Knauss outline considerations for Boeing employees who have accepted...

In the midst of the COVID-19 pandemic, CWM continues to be here as a resource for our clients. We’re sharing some c...

In August 2020, Boeing announced that the company will once again be offering Voluntary Layoff (VLO) packages to qu...

Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...

Leave it to the economists to put a number on fear. Of course, none of us needs a data point to experience the impa...

It’s hard to believe that just a few short months ago, the term COVID-19 didn’t even exist. Here at CWM, we couldn’...

Based on historical trends and current data, CWM is planning for volatile market conditions to continue for at leas...

Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...

CWM models played defense admirably well thus far through the COVID-19 crisis. Valuations across asset classes have...

CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...