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...

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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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...
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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...
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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...
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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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September 10, 2024
Time in the market is better than timing the market, but what influence will upcoming events, like the election or a rate hike, have on...
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September 4, 2024
Is your cash savings strategy optimized to fit your life? Key Takeaways When your emergency fund is set and you have extra cash available, tailor...
4 MIN READ
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September 3, 2024
You can’t control the Federal tax rates, so where does that leave you? Hunter and Judson discuss how proactively designing your financial plans can help...
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August 27, 2024
Did the economy perform as previously reported? Is a rate cut or rate hike on the horizon? With new stats from the Bureau of Labor...
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August 20, 2024
In an environment where interest rates are higher than they’ve been, the private debt asset class has grown as an investment prepared to capitalize on...
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August 19, 2024
U.S. Department of Labor increases minimum required salary for overtime-exempt Key Takeaways from new Department of Labor Overtime Rules : Being salaried doesn't disqualify an...
4 MIN READ
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