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  • Market Commentary: Markets See Huge Boost as Optimism Outweighs Slowed Reopening

    Posted on July 6, 2020

    The S&P 500 wrapped up its best quarter since 1998, gaining 20.5%, amid a strong employment report and continued concerns as the United States and the world posted a record number of coronavirus cases.

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  • Paying Off Debt: As You Work Toward Debt Freedom, is the Snowball or Avalanche Method Right for You?

    Posted on July 2, 2020

    Debt consolidation and repayment takes up a lot of America’s bandwidth. You can’t watch TV, especially daytime TV, without seeing at least one advertisement promising you freedom from debt – call now! These gimmicks are hit-and-usually-miss, but the sheer ubiquity of this conversation tells us it’s on everyone’s mind.

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  • Client Relationship Summary

    Posted on June 30, 2020

    CWM, LLC is an Investment Advisor registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide and fees we charge are different than those of a brokerdealer, and that it is important to understand the difference between the two. Free and simple tools are available to research firms and financial professionals at www.investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. CWM LLC – ADV3 & ADV Part 2A (06-30-2020) CWM LLC – ADV 3 & ADV Part 2A Appendix 1 (06-30-2020)

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  • Market Commentary: S&P 500 Dips as COVID-19 Cases Surge

    Posted on June 29, 2020

    The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high. Some states are reporting record hospitalizations and pausing or reversing reopenings. Initial unemployment claims, as shown in Figure 1, remain close to 1.5 million.

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  • Tax Planning in 2020: What to Expect This Year and Beyond

    Posted on June 26, 2020

    With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar

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  • Tax Planning in 2020: What to Expect This Year and Beyond

    Posted on June 26, 2020

    Tax Planning in 2020: What to Expect This Year and Beyond 2020 has been a new experience for tax filers. The April 15 deadline was pushed to July 15, RMDs were eliminated until 2021, and many businesses are dealing with unprecedented financial strain. With all the questions surrounding tax filing for 2020 and beyond, we put together a webinar alongside our partners at Carson to help you understand what to look for as you file this year. Jamie Hopkins, Director of Retirement Research at Carson, hosts “Tax Planning in 2020: What to Expect This Year and Beyond.” During this on-demand...read the full article

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  • Tax Planning in 2020: What to Expect This Year and Beyond [Video]

    Posted on June 26, 2020

    Tax Planning in 2020: What to Expect This Year and Beyond With all the questions surrounding tax filing for 2020 and beyond, we put together a webinar alongside our partners at Carson to help you understand what to look for as you file this year. During this on-demand webinar you’ll learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Market Commentary: Retail Sales Jump as States Loosen Restrictions

    Posted on June 22, 2020

    Retail sales and food services jumped 17.7% in May, beating estimates of 8% growth. The strong rebound follows sharp declines the previous month created by social distancing. Even with the increase, sales are still 6.1% below where they were one year ago.

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  • 6 Planning Opportunities for 401(k)s in Light of the SECURE Act

    Posted on June 18, 2020

    By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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  • Market Commentary: Fed Committed to Near-Zero Rates, S&P Dips

    Posted on June 15, 2020

    The S&P 500 dropped 4.7% last week on concerns the uptick in new coronavirus cases would persist and slow the economic rally. The surprising job growth reported two weeks ago suggested the economy was rallying more quickly than expected and boosted investor optimism. But the recent uptick in cases and hospitalizations in some states caused investors to ratchet back their expectations for how fast the economy will recover.

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