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Markets In A Minute: Upside of Down Markets | CWT Blog

Markets In A Minute: Upside of Down Markets

After finishing 2020 and 2021 with robust gains, the S&P 500 index is down -13.2% this year, through last week. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down -8.6% for the same period. That's the bad news. The good news is that down markets provide investors with opportunities that may over time enhance returns, reduce risk and provide tax advantages.
Money with Murphy – Stagflation | CWT Blog

Money with Murphy – Stagflation

As economic growth cools and inflation heats up, we are hearing more comparisons with the 1970s and 80s. Let’s talk stagflation and why today’s economy and market are different in this week’s Money with Murphy.
Markets In A Minute: Market Volatility | CWT Blog

Markets In A Minute: Market Volatility

Volatility may not be fun, but it is normal. The market regularly experiences declines. Despite those declines, the market has consistently rewarded those who can patiently see through the short-term volatility, much like the famed investor Charlie Munger and his long attention span. In volatile times such as these, we favor a back-to-basics approach.
Social Security Benefits: What to Do When Your Spouse Dies

Social Security Benefits: What to Do When Your Spouse Dies

Do you have questions about what you need to do to and the steps you need to take to claim social security benefits after your spouse dies?
US Stock Market Returns During War Time | CWT Blog

Russia and Ukraine Conflict Resources

We will be updating this page with additional Russia and Ukraine Conflict Resources as they become available. Please feel free to contact us with any questions.
woman at table working on retirement income planning

Retirement Income Planning – No Paycheck?

Whether you’re retiring soon or just getting started, there are questions to answer and steps to take to make sure you’re prepared for what comes next. Think of retirement income planning as your map to the future you wish to create.
Divorce Advice for Women: Preparing for Divorce

Divorce Advice for Women: Preparing for Divorce

It’s important to take steps to prepare yourself mentally, emotionally, and financially for your divorce in order to protect yourself and reduce the stress as much as possible.
What to Do When Your Spouse Dies: Top Financial Moves for Women

What to Do When Your Spouse Dies: Top Financial Moves for Women

Losing a spouse or partner is devastating, and it can be overwhelming trying to make decisions about finances while grieving. Here are some important financial moves you should consider after your spouse dies.
ESG Investing | The Sustainability Opportunity | CWT Webinars

ESG Investing | The Sustainability Opportunity

Learn more about today's hottest trend in socially responsible investing in our latest webinar: ESG Investing | The Sustainability Opportunity, with Krista Murray, Senior Vice President of CWT, and Isabelle Williams, Investment Strategist at Dimensional Fund Advisors.
ESG Investing (Environmental, Social and Governance) Graphic with icons and arrows

ESG Investing: Why It Matters Now More Than Ever

With potentially higher returns, lower risk, and the power to do good in the world with your investments, the benefits of ESG investing are clear.