Credit card debt soars in the U.S. while personal savings rates dive. Which should you focus on fixing first in your financial plan? Hunter and...

Investment Updates
CWA
January 8, 2026
December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month’s Market Update video to see the
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February 19, 2024
The secure act offers new flexibility for unused dollars Key takeaways The SECURE Act offers the ability to rollover up to $35,000 of unused 529...
3 MIN READ
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CWA
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February 13, 2024
It’s an election year, but not just for the United States. Over 50 countries are facing high-stakes elections this year, many of them sure to...
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CWA
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February 7, 2024
It may seem confusing to differentiate between yield and growth and what ways your investments make returns. Hunter and Judson dive into the difference between...
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February 5, 2024
Best practices for making a seamless switch Key takeaways Insurance reimbursement rates have not kept up with higher practice expenses. Many private dental practices are...
4 MIN READ
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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)...
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CWA
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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
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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...
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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
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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
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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
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