CWS Newsroom

Joe Zidle: Friedman’s Lag Suggests Vigilance

Economist Milton Friedman’s “long and variable” lag could, along with current household and corporate debt dynamics, help explain the economy’s muted reaction to this hiking cycle.

Still Overvalued

The Federal Reserve’s monetary policy has changed since the 2008 financial crisis, resulting in a lack of direct link between interest rates and the money supply. Recent economic reports suggest the Fed may raise rates further, impacting equity valuations.

Fisherman fishing at lake in Morning, Thailand.
The Liabilities of Success

It’s easy to idolize the accomplishments of those who are more successful than you, but it’s hard to understand the price they paid for that success.

Your Roth 401(k) is about to become a much better retirement plan

Since it first became available in 2006, the Roth 401(k) has been a great plan for your retirement. It allows you to invest after-tax money directly from your paycheck that then grows tax-deferred.

Bank Problems Aren’t Over But It’s Not 2008

Yes, we have banking problems. No, this is not 2008. It’s much more like the 1970s Savings & Loan problems. In other words, we do not have credit problems today, we have duration (asset-liability) problems.

Thumbnail_Medicare Questions
CWS with Revive Insurance: Your Expert Guide to Navigating Medicare

We know that understanding Medicare can be a real headache, which is why we are thrilled to introduce you to Ira Sorenson of Revive Insurance to help easy the pain.

Dark Blue and Blue Modern Thanks For Watching YouTube Outro
Housing Market Update for Spring 2023

CWS is excited to introduce our first guest , Scott Robbins from Summit Sotheby’s International Realty, with an update on the spring 2023 housing market.

Untitled design
Special Update: Silicon Valley Bank & The Mkts

News surrounding Silicon Valley Bank shook markets last week. What does it mean and what happens next?

Screenshot 2023-01-24 183908
A Turning Point for the Economy

“Investing, as in life, it is important to learn from the past, appreciate the present and plan for the future. This is particularly true at turning points.”

Retirement word written on road in the mountains
‘Secure 2.0’ clears Congress as part of omnibus appropriations bill, will bring more changes to U.S. retirement system

Could this affect your retirement? Here’s a great breakdown on the likely coming if the bill passes the Senate.

Scroll to Top