Investment Planning
Women and Wealth: Is Serving Women Different?
Throughout the Wealth Advisor community, we have learned that women are not a niche group….
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Weekly Updates
Weekly Update – November 30, 2018
After two down weeks, stocks rose in a series of choppy sessions that stabilized most…
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Investment Planning
Bonds vs Bond Funds in a Rising Rate Environment
Interest rates have been on the rise for some time now as the Fed has…
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General
CPWM Volunteers at the University District Food Bank
University District Food Bank is a local Seattle organization that was founded in 1983 in…
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CPWM on “FIRE”
Everyone it seems is talking, reading, or blogging about the FIRE movement that is sweeping…
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Understanding Expectations for Returns
Recently, we have experienced less of a premium from holding small cap and value oriented…
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Keeping Balance & Staying the Course
The longest bull market in modern financial history continues to push new heights. Now more…
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CPWM Volunteers at the YWCA
YWCA is a national organization devoted to eliminating racism and empowering women. It has deep…
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Weekly Updates
Weekly Update – November 16, 2018
Global stock markets delivered mixed results during yet another volatile week, following rising Brexit concerns….
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Investment Planning
Do Not Forget the Fundamentals
During times like these, it’s always helpful to revisit the fundamentals. Overreacting to current market conditions…
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