April 2026 Market Update In this month’s Market Update video, the Investment Committee discusses how a broadening market is impacting portfolios and what investors should...
Wealth Trap Warning – Ep. 288
Judson Crawford
May 19, 2026
The guys delve into the phenomenon of lifestyle creep — a subtle but powerful force that oven derails high earners more often than low income earners from achieving financial stability. They highlight common pitfalls, share insights from recent studies, and offer actionable advice on maintaining comfort today and security tomorrow.
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
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
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
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
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
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
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
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
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
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
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (240)
- Annual Meeting (14)
- Digital News Feature (167)
- Financial Planning (140)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (77)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (96)
- Practice Transition (4)
- Seminars & Events (13)
- Tax News (99)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS
Wealth Trap Warning – Ep. 288
May 19, 2026
Global Market Shifts – Ep. 287
May 13, 2026
Small Caps, Big Gains – Ep. 286
May 12, 2026
The Key Driver of Dental Practice Value
May 6, 2026
Wealth Trap Warning – Ep. 288
May 19, 2026
Global Market Shifts – Ep. 287
May 13, 2026
Small Caps, Big Gains – Ep. 286
May 12, 2026
The Key Driver of Dental Practice Value
May 6, 2026