Featured Resources

Trusted Guidance for Stronger Decision-Making

Visit our blog for news and analysis. 

Resources to help you stay informed.

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

2021 Financial Planning Guide

Our Financial Planning Guide features updates on tax planning, saving for retirement and education, industry trends, available tools, risk management and more, to help you plan for 2021 and beyond. We’re here to keep you informed and demonstrate our value to our clients.

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 News

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