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CWA DIGITAL NEWS

2026 Risks & Rewards – Ep. 263
Give Yourself a Raise
The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261

2026 Risks & Rewards – Ep. 263

CWA December 9, 2025

Is the market due for a dip in 2026? From the industrial renaissance boosting growth to potential corrections in AI investments, the guys cover how these

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Three Things Your Personal Financial Plan Needs

by CWA
/
November 6, 2024
Owning a practice doesn’t have to be one of them Key Takeaways Learn the basic strategies and concepts around money, debt and savings. Define short-term...
3 MIN READ

State of the States – Ep. 205

by CWA
/
November 5, 2024
7 out of the 10 best stock market performing days in 2020 happened in down markets. If an investor were to miss out on those...
< 1 MIN READ

Women in Wealth – Ep. 204

by CWA
/
October 29, 2024
There’s a significant difference in the way men and women make financial decisions and feel towards their investments. And while some research shows that women...
< 1 MIN READ

Energy, Decoupling and A Strong Economy – Ep. 203

by CWA
/
October 22, 2024
Fixed-rate payments, AI CapEx spending and federal spending acts have secured a strong economy, leaving fiscal policy not powerful enough to push the transmission mechanism...
< 1 MIN READ

Year-End Tax Planning Considerations for 2024

by CWA
/
October 21, 2024
Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...
6 MIN READ

Topic Smattering – Ep. 202

by CWA
/
October 15, 2024
The recent Social Security cost of living adjustment increase was one of the smallest adjustments in four years, whereas there was an increase of over...
< 1 MIN READ

The Market Impact of Presidential Elections

by CWA
/
October 4, 2024
Politics don't need to have a place in your portfolio Key Takeaways Historical data proves it's impossible to time the market. A good financial strategy...
3 MIN READ

Top 5 Tax Do’s and Don’ts – Ep. 200

by CWA
/
October 1, 2024
What do clarinets, ghostbusters and arsonists all have in common? Hunter and Judson are going through the craziest tax deductions in history to celebrate their...
< 1 MIN READ

Salary Trends and Employee Benefits – Ep. 199.5

by CWA
/
September 24, 2024
Last year, average associate doctor income rose 11% while owner salaries only grew by 4%. Although income is rising for associates, a rising percentage is...
< 1 MIN READ

Spreading Financial Literacy – Ep. 199

by CWA
/
September 17, 2024
Financial literacy is not a skill guaranteed to be taught in schools or even acquired in adult life. When it comes time to pay for...
< 1 MIN READ

Key Legal Documents You Need When Your Child Turns 18

by CWA
/
September 16, 2024
Your parental rights have changed Key Takeaways As young adults gain more legal rights, their parents lose them. Be prepared with the legal documents parents...
3 MIN READ

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TOP POSTS

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

Give, Save, Spend – Ep. 261

November 25, 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

Give, Save, Spend – Ep. 261

November 25, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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