A few years back, Charles Schwab released a study entitled, “The New Rules of Engagement for 401(k) Success.” 70% of the survey respondents said their 401(k) is their only or primary source of retirement savings. …
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Market Commentary: Week Ending 12-09-11
Global markets bounced around pretty good last week while waiting to receive the “all clear” signal from Europe that never came. As has been for weeks now, headlines in Europe are driving the markets; so…
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Happy 2nd Anniversary, CWM!
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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Dave’s Take on Occupy Wall Street
Angie and I feel extremely blessed to be living the American entrepreneurial dream. We have a shared vision, and are doing whatever it takes both personally and professionally to meet the financial needs of our…
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Active or Passive?
Just the facts… This has been the raging debate for decades: Should one use actively managed funds or passive index funds (the vast majority of ETFs are index funds)? Both sides have made fair arguments…
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