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CWM offers these conversation style events three times a year to keep clients apprised of CWM’s investment strategy and portfolio philosophy, financial planning topics, and the science of our Performance Targeting System (PTS®).

At this event we will cover:
• In the news: an update on inflation, real estate, and other economic areas of interest. Is a recession on the horizon?
• How to determine when greater risk could be taken in a portfolio
• Options and ideas for excess cash in the current investment environment
• Current CWM model review: Waiting patiently for opportunity while the storm swirls

Mar 1, 2023 12:30 PM in Pacific Time (US and Canada)

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