Publications

Our clients expect innovative thinking and guidance. As financial industry thought leaders, we regularly share current perspectives on market trends through a variety of media.

Market Update Webinar 7-20-20

We are pleased to offer you a recording of our CWM quarterly Market Update featuring Rich Barrett our CIO, and presented in our new webinar format. Click here to watch.


Conference Call on Market Volatility – April 3rd 2020

Congress Wealth Management conducted a conference call in response to the recent market volatility and the COVID-19 situation.  You may download a recording of the call here. Please feel free to reach out to your CWM Financial Advisor if you have any questions or concerns.


Conference Call on Market Volatility

Congress Wealth Management conducted a conference call in response to the recent market volatility and the COVID-19 situation.  You may download a recording of the call here. Please feel free to reach out to your CWM Financial Advisor if you have any questions or concerns.



Cyber Safety Quick Reference Guide

Download our guide regarding tips to help protect yourself, your assets and personal information.