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Mar 29

Buy backs to the resue

2022 is certainly off to an inauspicious start.  Spring hasn’t even fully sprung yet investors’ nerves are already frayed thanks to a hawkish Fed pivot, the highest inflation in decades, and even war.  Equity volatility has surged and talk of recession has started to permeate financial media thanks to a... read more →
Mar 16

Are millennials a worthy prospect?

There are many ways to divide different demographics to compare and contrast. One way that has been in vogue in many cultural/social conversations is to look at the financial positions of different generations over time. People try to use this data to align their perceptions of these demographic groups with... read more →
Mar 08

#46: Chris Winn | The Current Compliance Landscape

Chris Winn is founder of AdvisorAssist and has over 23 years of investment management industry experience with a focus on regulatory compliance, business transitions and operations and technology matters. Prior to founding AdvisorAssist in 2006, Chris was a co-founder and managing principal of MainStay Consulting Group, a strategy and compliance... read more →
Feb 25

Could Russia derail the earnings bull market?

While global financial markets are reeling from the latest geopolitical events in Eastern Europe, earnings season for Q4 2021 is quietly drawing to a close, with over 90% of companies in the S&P 500 having already reported. The preliminary results, which at this point are unlikely to change much, show... read more →
Feb 23
Feb 16

A critical investment portfolio foundation

Sound asset allocation is the critical foundation for every successful investment portfolio. We at CWM have always preached the need to be diversified, to own quality, and to have patience when markets are volatile and fear is outpacing greed. Some days that is easier said than done, but we strongly believe... read more →
Feb 14
Feb 08

Report from the (earnings) front

With 56% of companies (worth 73% of market capitalization) of the S&P 500 index having reported results for Q4 2021, it is shaping up to be another remarkable quarter for corporate America. Compared to the same period last year, sales for S&P 500 companies are coming in 16% higher, while... read more →
Jan 27

What comes after a big year for stocks

The questions I am getting from clients now are focused almost entirely on three specific things:  (1) the equity market is at an all-time high and coming off a big year for returns…..danger territory?; (2) inflation running hot and inflationary pressures everywhere, and (3) is the Fed about to abruptly... read more →
Jan 27

What does a bottom look like?

From January 4th, the S&P 500 has fallen close to 10%. A monthly decline of this magnitude has occurred 15 times in the last 50 years; and of those 15 times, 11 have occurred during recessions. We are not in a recession and our proprietary recession model currently forecasts a... read more →