One-third of Americans have spoken to a financial advisor. Why isn’t this number higher? It can be intimidating to navigate, especially when you aren’t sure...

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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June 18, 2024
There was no way to truly predict what would happen in the economy this year, but with half of the year gone, have any of...
< 1 MIN READ

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CWA
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June 17, 2024
The key to the puzzle may not be what you think Key takeaways Student debt is useful debt and can help you generate income throughout...
4 MIN READ

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CWA
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June 11, 2024
There are two main ways that companies return income to investors: by growing the price of shares or via dividends. So, what’s the right strategy...
< 1 MIN READ

by
CWA
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June 4, 2024
Interpreting your practice’s performance can be hard to navigate, and how can you be sure you’re comparing your numbers to accurate data? The new How...
< 1 MIN READ

by
CWA
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June 3, 2024
Key takeaways Rather than excessively cutting costs in the face of ongoing challenges, focus on maintaining essential resources. Determine where your dental practice falls into...
4 MIN READ

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CWA
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May 28, 2024
There are options when it comes time to sell your practice, but is there a right or wrong way to sell? What about the differences...
< 1 MIN READ

by
CWA
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May 21, 2024
What do AI, aggressive ETF strategies and hyper volatility all have in common? They’re traits of some of the worst ETFs launched in the last...
< 1 MIN READ

by
CWA
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May 15, 2024
Take a proactive approach to your tax projection Key takeaways: A good tax projection is proactive, which means evaluating the year ahead and planning for...
3 MIN READ

by
CWA
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May 14, 2024
It’s easy to forget that more happens in a dental chair than routine cleaning or a clinical procedure. While the dental service takes place there,...
< 1 MIN READ

by
CWA
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May 8, 2024
Key takeaways Reach your retirement goals with a plan that maximizes returns and minimizes risk. Diversify your portfolio to reduce risk exposure. Include distribution planning...
5 MIN READ
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