Client Resources
AI Scams and How to Detect Them
We are in the wild west of AI growth and implementation. A lot of it is exciting, and some of it is concerning. A major concern the CWS team has is related to the rise of AI-generated scams. They are becoming alarmingly sophisticated, targeting investors with fake...
Change The World Your Way: The CWS Year-End Charitable Giving Guide
As the year is quickly wrapping up, many people are looking for ways to make a difference while also maximizing their tax benefits. Year-end charitable giving is a powerful opportunity to both support causes you care about and potentially reduce your taxable income....
5 Documents to Bring to Our Portfolio Review Meeting
A portfolio review is an essential part of managing your financial growth and future goals. To ensure you get the most out of our meeting, you should prepare certain documents that give us a complete, accurate picture of your financial situation. Below is a checklist...
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