Comprehensive Wealth Solutions

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Understanding ETFs: Building Blocks of Modern Investing Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

We have exciting news!!! CWS moved offices and our new address is 1801 Green Street....Faribault MN (for our local clients this was the Weichert Realtors building off of Hwy 21). Please be patient with us as we will be working on some remodeling in the coming weeks, but will be here working diligently to serve our existing clients. We are also open to new clients so feel free to stop by or call and set an appointment to meet with Jake or Brent!!!

Check out this informative video on bull and bear markets to better understand how the stock market works!

Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is!

When it comes to investing, you may be your own worst enemy.

Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

What role would taxes play in your investment decisions? Find out in this message.

Tax Efficiency in Retirement What role would taxes play in your investment decisions?

You've allocated your assets; you just may not realize it yet.

Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Learn how to maximize your Qualified Charitable Distributions!

Understanding Qualified Charitable Distributions Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

Do you know the difference between a credit lock and a credit freeze?

Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.