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...

Investment Updates
CWA
October 8, 2026
SEPTEMBER 2026 Market Update Markets continue to deliver positive returns, but the headline numbers don’t tell the whole story. The Investment Committee discusses market concentration,
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October 5, 2018
This article explains the “3-to-1” milestone — earning three dollars for every one you invest — and why it’s a key marker of wealth-building momentum....
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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CWA
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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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CWA
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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...
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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