One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can...

Fourth of July Omakase – Ep. 240
CWA
July 1, 2025
There is no better way to celebrate the Fourth of July than tasting the culinary offerings of an American summer. From processed meats to sweet
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October 5, 2018
The investment milestone map of the 3-to-1 money growth concept is the foundational depiction of wealth accumulation for CWA clients. The philosophy came to Darrell...
4 MIN READ

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CWA
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September 6, 2018
Nobody likes increasing fees. Despite what many patients may think, that includes dentists. However, the truth is that just like the sun, fees must also...
5 MIN READ

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August 14, 2018
The old saying goes, it takes money to make money. However, when you look to reduce your dental office overhead sometimes it’s hard to tell...
4 MIN READ

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CWA
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July 5, 2018
Even though corporate DSOs (Dental Service Organizations) are growing at a rapid rate, the demise of the private practitioner is in no way imminent. According...
3 MIN READ

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June 8, 2018
3 things dentists must consider when setting their salary When you own your own practice setting your salary seems like a no-brainer. Pay your bills,...
4 MIN READ

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CWA
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May 4, 2018
According to an American Dental Association survey, 35% of dental practices have been embezzled once and 17% more than once. The actual percentages are probably...
4 MIN READ

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CWA
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March 7, 2018
While investors see Bitcoin and other cryptocurrencies as an investment opportunity, some dental industry professionals see the technology behind it all as an opportunity for...
3 MIN READ

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CWA
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February 8, 2018
How much is 1% worth? It, of course, depends on the scenario. In many cases, one percent of an item can easily disappear without notice....
3 MIN READ

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CWA
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January 5, 2018
In 2019, most of us understand we should be investing for the future. Though we are aware of the importance of investing, and may already...
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CWA
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December 11, 2017
As the year comes to an end, it’s common to dig deep into analyzing the past 12 months. We think about our successes and failures...
3 MIN READ
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