Featured Resources

Trusted guidance for better decision-making.

Visit our blog for COVID-19 news and analysis. 

Resources to help you reach your goals

We are constantly elevating our knowledge base and enjoy sharing what we have learned about the markets, investments, and financial trends. We provide these featured resources to help our clients make better financial decisions. 

2021 Financial Planning Guide

Our Financial Planning Guide features updates on tax planning, saving for retirement and education, risk management and more, to help you plan for 2021 and beyond.

2021 Market Outlook

Our 2021 Outlook includes a look at market financial conditions, highlights from our 10-Year Capital Market Assumptions, and four key themes investors should consider this year: the pandemic’s wake; opportunities in a low-interest rate environment; a case for global equity exposure; and returns from real assets.

10-Year Capital Market Forecasts

We’d like to share our capital market forecasts for the next 10 years. We update asset class assumptions annually to reflect 10-year estimates for asset class returns, standard deviations, skewness, kurtosis and correlations.

2021 Mid-Year Market Outlook Update

We believe investing conditions remain advantageous as we enter the second half of the year, yet we are mindful that the very sharp recoveries of the economy and many markets will require heightened investor vigilance. See our mid-year updates to our 2021 investment themes. 

CWO Blog

We regularly update our blog with additional insights and analysis on the market, investments and other industry news. 

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Download our 2024 Financial Planning Guide