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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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Answers to Your Tax Questions – Ep. 147

by CWA
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September 19, 2023
It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things...
< 1 MIN READ

Distributing Income Into the Most Tax-Efficient Environment

by CWA
/
September 17, 2023
Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...
4 MIN READ

Is History Repeating Itself?- Ep. 146

by CWA
/
September 12, 2023
Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...
< 1 MIN READ

Your Top Line Strategy – Ep. 145

by CWA
/
September 5, 2023
In this episode we feature Hunter Satterfield’s recent guest appearance on NDP's Transition Talk, where he sits down with Partner Charles Loretto to discuss the...
< 1 MIN READ

Is All Debt Still Not Created Equal?

by CWA
/
September 1, 2023
What to pay off first in today’s high interest rate environment Key takeaways In the current economic landscape, debt priorities remain the same; however, payment...
5 MIN READ

Are You California Rich or Tennessee Rich? – Ep. 144

by CWA
/
August 29, 2023
Would you want to know how your money would stack up in different states? Well, lucky for you, the guys are here to play a...
< 1 MIN READ

How Do Americans Save Their Money? – Ep. 143

by CWA
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August 22, 2023
Take a deep dive into the Vanguard How America Saves Report 2023 with the guys this week to see where Americans spend their hard-earned money....
< 1 MIN READ

Managing Your Cash in Four Different Strategic Ways

by CWA
/
August 18, 2023
Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...
4 MIN READ

Is Hygiene Your Hero or Your Nemesis? – Ep. 142

by CWA
/
August 15, 2023
The dental hygiene landscape is changing and now is the time to pause and evaluate your hygiene department to ensure you’re tapping into its full...
< 1 MIN READ

Dropping Insurance Like It’s Hot – Ep. 141

by CWA
/
August 9, 2023
The guys close out the insurance miniseries with the help of a special guest, Dr. John Carson. He takes us through his experience of dropping...
< 1 MIN READ

Insurance Negotiations, The New Norm – Ep. 140

by CWA
/
August 3, 2023
You should always be watching your profit margin and your PPO reimbursement rates play a big part in that. But between managing a booked-out schedule...
< 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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    • History
    • Powering Potential
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  • Services
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      • Business Planning
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    • Book a CWA Speaker
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