Comprehensive Wealth Management - CWM

05/18/2026

05/04/2026

𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆, 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆, 𝗮𝗻𝗱 𝗦𝘁𝗮𝘆𝗶𝗻𝗴 𝗗𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲𝗱 𝗶𝗻 𝗨𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻 𝗠𝗮𝗿𝗸𝗲𝘁𝘀

Geopolitical crises may drive short-term market volatility, but history shows that disciplined investors who stay invested and act during downturns are consistently rewarded over time.

Read the full article here: https://www.cwmnw.com/blog/the-wartime-discount

04/30/2026

Join CWM President Shilo Lockett and our guest cybersecurity expert Tim Villano of Artemis Global Security on 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝗠𝗮𝘆 𝟲𝘁𝗵 𝗮𝘁 𝟭𝟮:𝟯𝟬𝗽𝗺 for an always timely discussion on ways in which 𝗬𝗢𝗨 can take charge of your online security.

In an increasingly AI powered-online landscape, what are trends to be aware of and steps you can take to protect yourself?

Register for the Zoom webinar here: https://bit.ly/4sZXnyF

04/22/2026

CWM President Shilo Lockett had the honor of participating on the “A View from the Top” panel discussion at today’s Women in ETFs (WE) Wealth and Finance Career Conference. She was joined by CEOs from Laird Norton Wetherby, Badgley Phelps, and Northwest Asset Management. A truly inspiring group of leaders!

She spoke to students from UW, Seattle U, PLU, and the University of Idaho who are interested in pursuing a career in the financial services industry.

WE has 13,000 members across 39 chapters.

04/22/2026

Our very own Shilo Lockett and the Fearless Girl!!! Thank you State Street Global for welcoming us to the Women in ETFs conference today!!!

04/15/2026

Happy Tax Day!(?) Here are some goofy tax facts to make you smile:

- In ancient Rome, Emperor Vespasian imposed a tax on the urine collected from public urinals, which was used for tanning leather and cleaning wool. It's where the phrase "Pecunia non olet" (money doesn't stink) comes from and also why public urinals are called "il vespasiano".

- From 1784 to 1811, the British government levied a tax on men's hats. The more hats you owned, the more taxes you paid! They also taxed the number of windows a home had, wallpaper, bricks, hair powder, and more!

- In Germany today, most municipalities charge a dog tax to encourage responsible pet ownership.

Here's more quirky tax facts: https://www.accountingcpd.net/The_10_strangest_taxes_in_history

04/03/2026

Team Retreat today!!! After a morning full of learning, the team is ready to move!!! Thank you Pickleball Kingdom in Lynnwood for hosting us!

04/01/2026

It's a turbulent time on the global stage, and markets are feeling the effects. Is your portfolio prepared for what's next? Learn more about the factors affecting the economy as we close out Q1, new opportunities in the year ahead, and the importance of diversifying.

https://www.cwmnw.com/blog/spring-market-outlook-markets-in-motion

03/19/2026

Big celebrations at the CWM office today for Morgan Arford's 20th work anniversary 🧡🧡🧡

03/01/2026

Are you diversified... or just invested?

The Tax-Control Triangle is a simple but powerful framework that helps you understand how taxable, tax-deferred, and tax-free accounts work together to manage tax liability and support financial independence in retirement.

Learn more: https://www.cwmnw.com/blog/understanding-the-tax-control-triangle