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....

Investment Updates
CWA
September 10, 2025
August 2025 Market Update Although August started rocky, the Fed’s signal that rate cuts could be on the way helped markets rebound and even broaden.
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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...
3 MIN READ

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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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CWA
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November 10, 2017
December is on its way, and in the blink of an eye, 2017 will be over – as will your opportunity to take advantage of...
3 MIN READ

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CWA
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August 3, 2017
You might spend your career building your savings with the long-term goal of enjoying the fruits of your labor in retirement. But planning for retirement...
4 MIN READ

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CWA
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May 8, 2017
CWA Managing Partner Dan Wicker gives an update on the Tax Reform Outline and the effect changes may have on individuals and business. Last November...
2 MIN READ

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CWA
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April 10, 2017
Put plans in place now to avoid the pain of a patient data breach It sounded like a scene from an espionage action movie, but...
2 MIN READ

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CWA
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March 9, 2017
CWA FINANCIAL PLANNER (AND FORMER IRS EMPLOYEE) KELLEE HARRIGAN SAYS DON’T SKIMP ON DOCUMENTATION CWA tax professionals are often asked how long clients should keep...
4 MIN READ

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CWA
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February 6, 2017
CWA FINANCIAL PLANNER HUNTER SATTERFIELD REVIEWS AN IMPORTANT INDICATOR INTO THE HEALTH OF YOUR ORTHODONTIC PRACTICE At CWA, our clients are focused on delivering quality...
3 MIN READ

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CWA
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January 6, 2017
CWA Financial Planner David Forbess explains when, why and how to start the process of adjusting fees and billing. It’s a new year and the...
3 MIN READ

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CWA
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December 6, 2016
CWA Client Case Study: Using Data Tools to Make Confident Decisions About Salaries and Other Overhead Costs* CHALLENGE: Dr. Smith was in a bind. Her...
4 MIN READ
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