Wisdom in Wealth

By William Beynon & John Walker - As we all open a fresh calendar, many folks are looking at their resolutions and trying to lay out their plans for this year.  Plans for travel, philanthropy and home renovation projects are high on[…]

By William Beynon & John Walker - I have had the pleasure of working with many colorful people and families. It would be impossible for me to ever give back as much as I have learned from the good folks I work with. Until very[…]

By William Beynon & John Walker - Warren Buffett, the “Oracle of Omaha”, says “Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it.[…]

By William Beynon & John Walker - The industry agrees that the best portfolios are diversified right? What does diversified mean to you? For most, it means a portfolio of securities like stocks and bonds. In an effort to mitigate[…]

By William Beynon & John Walker - Recently John was in a financial planning session with a family where he recommended some trust and estate work. John laughed with his clients when they said, "if we trust our family why do we need a[…]

By William Beynon & John Walker -  

By William Beynon & John Walker - In our last article, Incapacity, John Walker shared his personal experience of his parents needing to procure legal documents. The truth is, no matter your background or experience, it can feel[…]

By William Beynon & John Walker - As our company has grown over the years, we have added wonderful members to our CWA Family. Our advisors and operation team members work hard to provide exceptional service to our clients.