We present a review of the SECURE act of 2019, “the other” act responsible for major changes to financial planning options.

A message that started out as a memo to staff is expanded upon in this newsletter as Chris elaborates on his investment management philosoph

The markets have continued to swing dramatically. We remain calm and continue to work hard every day to make logical, rational decisions

The expanding COVID-19 pandemic—and the resulting extreme volatility in the stock market—has made many people understandably nervous

Every estate plan, even the simplest and the most elegant, is basically obsolete the day after it is executed.

December 15, 2019 CWC Portfolio Manager Michael Hubbert talks valuation. #cwcculture A Word from the Co-Editors Kit-Victoria (Weil) Wel...

Chris identifies nine points that can help negotiations achieve a desired outcome. And then he turns his attention to not predicting future.

Easing into the last few months of the year means smart fourth-quarter housekeeping, with special attention to tax efficient ways to make ch

July 15, 2019 Let's get granular: a list of examples of some of those things that might inhibit our rapid business growth but “are great ...

Emotions run high surrounding finances and death; a clear-eyed, deep-dive analysis is critical.

April 15, 2019 Our business involves us in working with individuals and families to prepare them for whatever life and circumstances has ...

March 15, 2019 As the Emerging Markets gain traction, CWC considers what the price of "future good news" is and takes note: life on this ...

January 15, 2019 Ideas, recommendations, proposals, analyses, “best practices” and treatises for a new (or evolving) institutional life. ...

December 15, 2018 A volatile market is a chance for the (mostly) active manager to deploy its secret weapon: discernment. #marketvolatili...

October 15, 2018 Wherein Chris tells us some details of his life and advises that if your life and financial circumstances are such that ...

September 15, 2018 Our newsletter is an opportunity for us to share some of the timelier and more frequently queried issues discussed acr...

September 10, 2018 It's a good idea to keep an eye on wire instructions provided for capital calls. When in doubt, call us at CWC to conf...

July 15, 2018 What does financial independence mean to you? Turns out that if you can identify your financial objectives (and we can help...

January 15, 2017 A choppy transition from a political environment characterized (whatever the political party) by people and policies tha...

October 15, 2016 Let's put aside the election, Brexit, inflation and other divisive topics and consider something we can all agree on: le...