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CWA DIGITAL NEWS

Personal Growth for Practice Growth – Ep. 244
Sticking to the Status Quo – Ep. 243
Living for the Present – Ep. 242
The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond

Personal Growth for Practice Growth – Ep. 244

CWA July 29, 2025

A complete financial plan involves more than just investing your money; it also requires investing in yourself. Self-learning through continuing education is a crucial component

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Two Styles, One Purpose: What Gender Can Teach Us About...

by CWA
•
May 12, 2025
Why it’s more important than ever to understand it. KEY TAKEAWAYS In 20 years, an estimated $84 trillion in financial assets will move from baby...
4 MIN READ

Investments That Pay Dividends

by CWA
•
August 7, 2024
Earn Stability, Predictability and Tax Efficiency with Yield Key Takeaways Incorporating dividends and/or interest into a portfolio can generate passive income without depleting principal. Yield-based...
3 MIN READ

You Can Now Convert a 529 Plan to a Roth...

by CWA
•
February 19, 2024
The secure act offers new flexibility for unused dollars Key takeaways The SECURE Act offers the ability to rollover up to $35,000 of unused 529...
3 MIN READ

Approaching the Investment Market in 2024

by CWA
•
December 18, 2023
Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...
5 MIN READ

Taking Stock of Your Investment Risk Tolerance

by CWA
•
July 5, 2023
Will your current risk profile get you to your goals? Key Takeaways  The bear market hung around for 248 days, costing investors an estimated $3...
4 MIN READ

The Great Correction: Inflation, Interest Rates and the Bond Market

by CWA
•
December 6, 2022
2022 Economic Market Year in Review Written by Brad Sanders, CFA, Managing Director, Tectonic Advisors November 15,2022 We have been spoiled for way too long....
7 MIN READ

Should You Let Your Investments Ride Out Market Volatility?

by CWA
•
July 5, 2022
Know the risk of being in and out of the market Anytime the market has taken a turn, investors wonder whether it’s smarter to stay...
4 MIN READ

Steps to Negotiating PPO Fees as Inflation Rises

by CWA
•
June 3, 2022
With inflation going through the roof, employee salaries soaring and other expenses rising fast, dental practices everywhere are feeling the profitability pinch. While raising fees...
4 MIN READ

Market Watch: Does an Inverted Yield Curve Signal Times of...

by CWA
•
May 20, 2022
The potential impact to investors The U.S. Treasury yield curve inverted for the first time since 2006 causing even more market volatility and some economists...
3 MIN READ

Market Update: Forces Driving Today’s Volatility

by alexis
•
May 19, 2022
Weak earnings and inflation fears send market sliding On Wednesday, May 18, 2022 the S&P 500 slid -4.04%, the worst drop since June 2020. Earnings...
2 MIN READ

Locking in Interest Rates Before They Rise Even Higher

by CWA
•
May 6, 2022
Is now the time to act before the next hike? The era of ultra-cheap money is over. With interest rates on the rise, borrowing money...
5 MIN READ

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TOP POSTS

Personal Growth for Practice Growth – Ep. 244

July 29, 2025

Sticking to the Status Quo – Ep. 243

July 22, 2025

Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Personal Growth for Practice Growth – Ep. 244

July 29, 2025

Sticking to the Status Quo – Ep. 243

July 22, 2025

Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
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      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco