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. 

2020 Financial Planning Guide

Does the SECURE Act impact your current retirement plan? Do you have questions about when to start taking Social Security benefits? Are you looking to learn more about options for saving for college? Our 2020 Planning Guide covers these topics and others pertaining to your financial life.

2020 Market Outlook

In our 2020 Outlook, we examine the primary drivers to asset prices, discuss our updated outlook for long-term returns and pull out three key themes investors should consider in this year: Managing risk is greater than targeting return; (corporate) credit check; and a case for global equity exposure.

10-Year Capital Market Forecasts
(2020-2029)

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

2020 Market Outlook Update

Our focus on risk management for 2020 reaffirms the need for investors to be adaptable to evolving economic and investing backdrops. Our 2020 Mid-Year Update includes observations of the impact of COVID-19 on the markets and economy and how our original themes for 2020 have evolved.

CWO Blog

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

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