At CWM, we take a biblical approach to wealth management. But what exactly does the Bible say about planning your finances? Read on to discover actionable wealth management advice straight from scripture.
Read More
Picking a wealth manager is a major life decision. Learn how to make the right choice based on your financial goals, risk appetite, and values.
Read More
The stock market is off and running - Wondering what on earth was happening with the market? How did the individual investor mange to disrupt the system? Or how about what actually happened with GameStop stock? … Let's recap last month and see what it might mean for the future.
Read More
It’s the start of a new year and it’s usually around this time that we start to set some version of goals for the new year. So let me ask you have you stopped to ask yourself just what success looks like or what steps you’ll take to get there? What about financial success? What about success in retirement?
Read More
It’s a new year and in spite of the recent turmoil in DC stocks ended 2020 with strong gains and a tailwind, continued into 2021 with stocks hitting new highs. Here’s 4 financial items to add to your New Years list. You may find adjustments are needed to keep your investments on track towards helping you accomplish your goals.
Read More
As markets hit new highs this week, it can be easy to forget that only 9 months ago we were in the middle of a bear market. It took roughly 32 days for the U.S. markets to hit bottom in March of 2020, which was then followed by a swift recovery. Which made this bear market one of the shortest in history, and may have served as a reminder that cycles are normal.
Read More
What's happening in the stock market? What’s next? The election, Covid surge, economic uncertainty and huge budget deficits, these are the backdrops going into the 4th quarter.
Read More
Most often the best tax planning not only looks at the current year tax, but considers how you might reduce taxes over multiple years – 3, 5, or 10 years? As we head into fall, here’s a few tax planning strategies that might be worth considering before year-end…
Read More
Are your emotions getting in the way? Here's a few tips on how you can avoid being a statistic, stop reacting or investing based on emotions and instead invest based on strategy.
Read More
Worried about politics and your investments or financial goals. Let’s address some of these concerns as we head into the 2020 presidential election.
In any presidential election year, there is a degree of heightened anxiety and uncertainty. This year is certainty no different…
Read More