Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight. 

Advisors who have earned the CPWA designation have extensive experience in the financial services industry, have passed a background check, and have completed a demanding educational program.  Successful completion of a comprehensive examination is the final step in receiving the designation.  To maintain their designation, CPWA professional must continually adhere to a strict ethical code of professional responsibility and complete 40 hours of continuing education every two years.