News

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...

Many folks generally have an idea that the majority of Americans don’t have enough saved for retirement. But the ac...

CWM model exposures ended the year (conservative) much differently than they started (aggressive). Despite recent p...

Courtesy of CWM's very own Kelsey Wingate, who enjoys making, sharing, and eating these Earl Grey Tea Shortbread Co...

425 Business sat down with Shilo Lockett to learn more about how she approaches her role as CWM's president and wha...