Spring 2024 Market Outlook (Webinar)

Join the CWM Team for an informational and engaging webinar keeping clients up-to-date on our investment strategy and portfolio philosophy, market cycles, planning topics, and the science of the Portfolio Targeting System (PTS®).

CWM is delighted to welcome Vanguard Senior Portfolio Specialist William Puggini, CFA® as our featured speaker.

Join us for an insightful discussion on macroeconomic trends, current events and their impact on the economy, the interest rate forecast, and how it all relates to CWM's portfolio positioning and model review.

This event is open to CWM clients, professional partners, and their guests. There is no cost or obligation to attend.