Financial plans tend to focus on the future, like retirement plans and savings goals. It can be tempting to sacrifice the bigger gains of the...

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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July 8, 2025
According to a study from the Journal of Behavioral Finance, nearly 74% of investors overestimate their investment skills. Why do so many individuals feel so...
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July 7, 2025
Part 2: Increasing Collections and Lowering Overhead to Maximize Profits Key Takeaways Benchmark your practice against peers to set clear goals and success metrics. Boost...
4 MIN READ

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July 1, 2025
There is no better way to celebrate the Fourth of July than tasting the culinary offerings of an American summer. From processed meats to sweet...
< 1 MIN READ

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June 24, 2025
Cognitive biases are systematic errors in thinking and affect how we perceive information and make decisions. Since they can be unconscious mental shortcuts, identifying and...
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June 17, 2025
An associate doctor is the highest salaried employee in a practice outside of the owning doctor, so bringing an associate on can be a daunting...
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June 10, 2025
The power of compounding interest is most impactful over time, when interest has the opportunity to maximize the return on your savings. However, being young...
< 1 MIN READ

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June 6, 2025
Part 1: Grow Production by Maximizing Patient Visits Key Takeaways The Profitability Formula outlines a strategy for increasing revenue. A steady stream of patients coming...
4 MIN READ

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June 3, 2025
Between tracking collections, managing insurance and raising fees, it can be difficult to accurately gauge your practice’s metrics and identify areas for improvement. With the...
< 1 MIN READ

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May 27, 2025
A Northwestern Mutual study shows that 75% of people who work with an advisor feel financially prepared for retirement versus only 45% of people that...
< 1 MIN READ

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May 20, 2025
Across the country, about 12% or more people paid $1,000 a month or more to finance their cars in 2024, with some states polling over...
< 1 MIN READ
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