-
The Liabilities of Success
It’s easy to idolize the accomplishments of those who are more successful than you, but it’s hard to understand the price they paid for that success.
Your Roth 401(k) is about to become a much better retirement plan
Financial Planning / Retirement
Since it first became available in 2006, the Roth 401(k) has been a great plan for your retirement. It allows you to invest after-tax money directly from your paycheck that then grows tax-deferred.
Bank Problems Aren’t Over But It’s Not 2008
Yes, we have banking problems. No, this is not 2008. It’s much more like the 1970s Savings & Loan problems. In other words, we do not have credit problems today, we have duration (asset-liability) problems.
CWS with Revive Insurance: Your Expert Guide to Navigating Medicare
We know that understanding Medicare can be a real headache, which is why we are thrilled to introduce you to Ira Sorenson of Revive Insurance to help easy the pain.
Housing Market Update for Spring 2023
CWS is excited to introduce our first guest , Scott Robbins from Summit Sotheby’s International Realty, with an update on the spring 2023 housing market.
Special Update: Silicon Valley Bank & The Mkts
News surrounding Silicon Valley Bank shook markets last week. What does it mean and what happens next?
A Turning Point for the Economy
“Investing, as in life, it is important to learn from the past, appreciate the present and plan for the future. This is particularly true at turning points.”
‘Secure 2.0’ clears Congress as part of omnibus appropriations bill, will bring more changes to U.S. retirement system
Could this affect your retirement? Here’s a great breakdown on the likely coming if the bill passes the Senate.
We need to talk: Communicating your estate plan with your family
Communicating your estate plan and ensuring your family understands your long term wishes is important. Doing so may even increase the likelihood that your estate planning is executed according to your wishes. While it can feel uncomfortable to have such discussions, relying on a team of trusted advisors can help.
Weekly Market Pulse: Peak Pessimism?
Goodbye and good riddance to the third quarter of 2022! Joe Calhoun of Alhambra Investments wrote a great article on October 3rd reviewing the past year and giving a little perspective on what may be the bright side of this bear market.
