Comprehensive Wealth

#LiveIntentional #WealthManagement #Fiduciary
Advisory services through CWM, an investment adviser. Securities through IFG. Member FINRA/SIPC.

[Comprehensive Wealth @CWM_Team]

CWM Office Thanksgiving Holiday Hours

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In observance of Independence Day, the CWM office will be closed July 3rd and July 4th. We will resume regular office hours on Wednesday July 5th. Have a happy and safe holiday!

[Comprehensive Wealth @CWM_Team]

Earlier this month, CWM launched our CWM Extended Savings Program - a new and timely savings option to help clients take advantage of favorable but rare interest rate conditions in today's money market fund environment. Learn more: https://t.co/qsopXhzl1z

[Comprehensive Wealth @CWM_Team]

Comprehensive Wealth Management will be CLOSED, Monday, May 29th in observance of Memorial Day. We will return to the office for regular business hours on Tuesday, May 30st.

[Comprehensive Wealth @CWM_Team]

It's not too late to register for our upcoming Thirdly on Tuesday, June 6th! Register for the webinar at 12:30pm or join us for dinner at the Bellevue Club at 6pm.

Visit https://t.co/Q7mzw7j9Pd to register today!

[Comprehensive Wealth @CWM_Team]

In our "I Know a Pro" articles we introduce you to professionals who share our purpose-driven commitment to clients, close eye to detail, and the importance of connecting with others.

Meet Jacob Tate: owner of Dreamscapes Landscape & Design https://t.co/bODAMOHtrt

[Comprehensive Wealth @CWM_Team]

Are the cracks in the commercial real estate market another red flag for the American economy as a whole? Read @MorganArford 's full article: https://t.co/RG4ULEPqYP

[Comprehensive Wealth @CWM_Team]

To activate your client portal give us a call!

CWM's new client portal provides access to the latest portfolio and account balances, performance data, a shared document vault, billing statements, and more!

[Comprehensive Wealth @CWM_Team]

You're not alone if over the past week you wondered "What is GOING ON with the banks?!?!"

We wanted to share a quick update in light of the recent news about SVB and discuss our thoughts on its impact on the markets and future Fed moves. https://t.co/GkU7O6XHr1

[Comprehensive Wealth @CWM_Team]

Want to know more about Secure Act 2.0? Curious about CWM's investment strategy? Is a recession on the horizon?

If you answered "Yes" Yes" and "I don't know" you should register to join us LIVE on 3/1 at 12:30pm for our Thirdly webinar "Price Reduced!"
https://t.co/5EnaPei7pf

[Comprehensive Wealth @CWM_Team]

CWM office closed Monday, 2/20/23.

[Comprehensive Wealth @CWM_Team]

Layoffs rocked the tech world in 2022 and that trend shows signs of continuing in 2023. Watch our latest video for tips to help navigate your options if you are laid off (you may have more options than you think) or read the full article https://t.co/nINaxDobJ9

[Comprehensive Wealth @CWM_Team]

11/11: To read @MorganArford's article in its entirety visit https://t.co/b8L1YHuYTo

[Comprehensive Wealth @CWM_Team]

1/11: 2022 was the worst combined year for the 60/40 portfolio since 1974; only being saved from being the worst year in the last 72 years by some strong market positivity late in the 4th quarter. So...what's next?

[Comprehensive Wealth @CWM_Team]

10/11: If the U.S. and/or global economy is heading into a recession, downward pressure will continue to be put on stock valuations. Investors should be able to be more confident that bond assets will serve as the defensive hedge typical of markets.