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CWA DIGITAL NEWS

Investment Updates
2026 Risks & Rewards – Ep. 263
Give Yourself a Raise
The Hows & Whys of 529s – Ep. 262

Investment Updates

CWA December 10, 2025

November 2025 Market Update In November, the stock market felt like a dynamic dance floor of sudden swings and rotating partners. Watch this month’s Market

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A Bit About Bitcoin – Ep. 166

by CWA
/
January 29, 2024
The high buying price of Bitcoin can significantly deter many wanting to invest in the cryptocurrency market. However, the new spot Bitcoin exchange-traded funds (ETFs)...
< 1 MIN READ

It Has to Be Done – Ep. 165

by CWA
/
January 23, 2024
Say you invested money at the beginning of 2006. By the end of 2021, that investment would have an annualized return of 10.6% each year....
< 1 MIN READ

2024 Promises Never a Dull Moment – Ep. 164

by CWA
/
January 16, 2024
What will 2024 unveil for major indexes, interest rates and the housing market? While they can’t predict all the answers, Hunter and Judson discuss what...
< 1 MIN READ

What Challenges 2024 Might Have in Store for the Dental...

by CWA
/
January 5, 2024
Is this the year we return to normal, or a new normal? Key takeaways For dental practices to thrive in this type of market, business...
4 MIN READ

How Did 2023 Hold Up? – Ep. 162

by CWA
/
January 2, 2024
It was a whirlwind of a year, but did Judson and Hunter see it all coming? The guys revisit their 2023 predictions they made a...
< 1 MIN READ

Hidden Investments of Real Estate – Ep. 160

by CWA
/
December 19, 2023
In the first installment of a two-part series on real estate investments, Mark Roberts from Crow Holdings joins the guys. They discuss the relationship-driven private...
< 1 MIN READ

Approaching the Investment Market in 2024

by CWA
/
December 18, 2023
Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...
5 MIN READ

Taxes – How Did We Get Here? – Ep. 159

by CWA
/
December 13, 2023
It's hard to believe, but America was founded to avoid high taxation. Fast forward, and the U.S. tax code has evolved into 2,651 pages and...
< 1 MIN READ

Under Lock and Key – Ep. 158

by CWA
/
December 6, 2023
Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios...
< 1 MIN READ

Giving Stocks as Gifts

by CWA
/
December 5, 2023
Learn why gifting stocks can be the gift that keeps on giving Key takeaways The gift of time can make a stock transfer even more...
4 MIN READ

The $500 Button – Ep. 157

by CWA
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November 28, 2023
To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to...
< 1 MIN READ

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TOP POSTS

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
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      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
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    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
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