Dear Esteemed Clients and Friends, We hope this letter finds you well and experiencing the financial peace of mind you deserve. On Friday, November 4th, CWM celebrated our second year in business. We want to…
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Market Commentary: Week Ending 9/9/11
This past week was a rocky week that ended in a sharp selloff over Thursday and Friday. The sharp decline in global stocks was mostly precipitated by the ongoing nightmare that is Europe. One very…
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7 Disturbing Life Insurance Facts
Do you currently have a life insurance policy? As a fee-only planner, I don’t sell insurance. However, I have met very few people who don’t need a policy. As we begin Life Insurance Awareness month,…
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Be Debt Free
My wife often says, “I love a little hardship; I’d recommend it to anyone!” She doesn’t say this with blind optimism – she has experienced living meagerly (after living well for most of her life),…
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The Cost of Poor Investment Timing
Do you know how much buying and selling your investments at the wrong time can cost you? According to Morningstar, stock funds returned 1.6% annually from 1999-2009. However, the typical fund investor only earned 0.22%…
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