Ken Reeves, Wealth Advisor

Ken Reeves, Wealth Advisor Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Saving is important. Where you save matters, too.The right account can help your money work more efficiently, whether yo...
05/13/2026

Saving is important. Where you save matters, too.

The right account can help your money work more efficiently, whether you’re planning for the years ahead, future healthcare costs, or family priorities.

Tax-advantaged accounts aren’t one-size-fits-all. Here’s how to think through where they may fit. https://waymakerwa.com/insights/blog/how-to-leverage-tax-advantaged-accounts/

Most investors know they want growth.The harder question is how much market movement they’re comfortable taking on to pu...
05/09/2026

Most investors know they want growth.

The harder question is how much market movement they’re comfortable taking on to pursue it.

Our Investment Risk Tolerance Quiz gives you a simple way to think through that balance before the next market swing tests it for you. https://waymakerwa.com/risk-tolerance-quiz/

You spend years building the business. Planning for the day you step away deserves the same level of attention.A strong ...
05/08/2026

You spend years building the business. Planning for the day you step away deserves the same level of attention.

A strong succession plan gives you room to prepare the business, the next leader, and your own financial future before a transition is already underway.

A guide for owners who want more options later: https://waymakerwa.com/insights/blog/building-your-ideal-business-succession-plan/ #

A Fed leadership change. A seasonal market saying. A GDP report that looks soft at first glance.Each one could lead inve...
05/06/2026

A Fed leadership change. A seasonal market saying. A GDP report that looks soft at first glance.

Each one could lead investors to a quick conclusion. Each one also has more going on underneath.

This episode looks at Jerome Powell’s next move, the return of “Sell in May” chatter, and the economic signals that may matter more than the headline number.

A closer look at what investors may want to understand before drawing conclusions: https://waymakerwa.com/insights/blog/the-glass-half-full-powell-stays-ep-009/

College planning usually starts with a savings goal.But the real question is whether everything is working together. Cos...
05/02/2026

College planning usually starts with a savings goal.

But the real question is whether everything is working together. Costs, timelines, and how it fits into your overall financial picture.

This is a quick way to pressure-test that. https://waymakerwa.com/college-readiness-quiz/

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230 S Second Street Suite 201
Yakima, WA
98901

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