facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Investing For Your Kids - Part 1 Thumbnail

Investing For Your Kids - Part 1

Many of us learn the lesson, in hindsight, that we should have started our savings and investments far sooner than we did. There are many reasons why we didn't, and a lot of them have to do with the idea that it takes either a lot of money and/or a lot of experience and knowledge.

Read More
2021 Q1 Quarterly Commentary Thumbnail

2021 Q1 Quarterly Commentary

In writing our Q1 Market Commentary last year, it was in the midst of a 15-day nationwide, or almost nationwide, lockdown in an attempt to “flatten the curve.” We had experienced a 34% decline in the S&P, we were just starting to get our bearings in the new Work From Home world and we here at CWM we were hard at work rebalancing portfolios to take advantage of tax loss harvesting while positioning for what was anticipated. [Read/Watch More]

Read More
Get Started