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Next Gen Education Series: Session Three – Putting it all Together

Join us this summer for our Next Gen Education Event Series on investing. We will have members of our team share their expertise on the selected topics and be available to answer any questions. Each session of the series is designed to build on the previous topics, but it is not a requirement that you attend each one, so feel free to register for the topics that interest you.

Session Three – Putting it all Together was on Wednesday, September 22nd at 10:00am PST. It covered the following topics:

  • When & why hire an advisor
  • Aligning finances with goals & objectives
  • Handling financial unknowns
  • Tracking progress & monitoring results
  • Coordination of all advisors
  • What comes next?

Click here to access the presentation deck.


Can I work with the same advisor as my parents? 

At CPWM, we encourage open dialogue among family members to the degree that everyone is comfortable. We are delighted to work with various branches of the family and most families are often served by the same advisor. However, there are a few cases where the next generation has a different advisor at CPWM than the parents and this is something we can accommodate. 

I’m not sure where I would start as life is busy, financial accounts are all over the place and I have no idea my budget…? 

Although we believe markets are efficient, short-term anomalies like GameStop or AMC can happen. These trading patterns are mostly fueled by the “Retail investor” driving an extremely large trading volume. The increased use of social media platforms, like Reddit and Twitter, can facilitate investor communication and engagement, creating the hype. This is a common question as sometimes people feel overwhelmed or that they have too much going on, and so take no action. We would recommend by reaching out to an advisor and they can help go through the process step by step.

How much money do I need to work with an advisor? 

This answer certainly varies among firms. At CPWM, we make a concerted effort to provide guidance and advice. If we believe we cannot provide value and/or a good fit, we can help find other options.

Important Disclosure Information:

Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed herein, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed herein. The discussion or information contained herein is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained herein. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.

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