Where to start to determine how much savings you’ll need Any financial goal typically has a price tag. Whether saving for a spacious home, your...

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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March 8, 2021
PRINCIPLES TO REAL ESTATE: will it be an investment or an expense? We've partnered up with Benco Dental to offer guidance into helping you determine...
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February 26, 2021
The answers you need around corporate and DSO practice transitions LISTEN TO THE WEBINAR REPLAY Whether you are just starting out or actively considering a...
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January 8, 2021
Fast track financial success with five actions you can take now We’ve finally said goodbye to 2020. Given the unpredictable nature of the previous year,...
4 MIN READ
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CWA
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January 8, 2021
Consider these factors before jumping in on a lower interest rate When mortgage interest rates fall, many homeowners look to refinance their loans. With most individual’s wealth...
3 MIN READ
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CWA
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January 8, 2021
Plan for this year and catch up on IRA retirement savings Last year was tough, but 2021 brings a fresh opportunity to get retirement savings...
2 MIN READ
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CWA
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December 4, 2020
Know the factors that impact your home budget Recent trends in the housing market indicate that it is a fascinating time to buy a home....
4 MIN READ
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CWA
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December 4, 2020
4-step Creative Process to Overcome Adversity This year hasn’t been business as usual and many are finding themselves wondering if their current business model can...
3 MIN READ
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November 6, 2020
Data shows orthodontic treatment still in high demand nationwide When the pandemic began this spring, dentists of all specialties temporarily shut down for all but...
2 MIN READ
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CWA
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October 12, 2020
SBA offers simplified application form for forgiveness on smaller loans On Oct. 8, 2020, the U.S. Treasury and Small Business Administration (SBA) issued new guidance...
2 MIN READ
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CWA
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October 8, 2020
Should your dental practice apply for these additional relief funds? On Oct. 5, the Department of Health and Human Services (HHS) announced $20 billion in...
4 MIN READ
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