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...

How Your Accounting Reports Should Translate to Success
CWA
February 7, 2025
Are you getting the most out of your financials? Key Takeaways Monthly reports identify trends that must be addressed before they affect the bottom line.
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CWA
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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

by
CWA
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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

by
CWA
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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

by
CWA
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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

by
CWA
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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

by
CWA
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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

by
CWA
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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

by
alexis
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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

by
CWA
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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

by
CWA
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April 18, 2022
Tax planning considerations to optimize your retirement portfolio savings A strategic tax plan is one of the most important steps toward accumulating wealth, and it...
5 MIN READ
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How Your Accounting Reports Should Translate to Success
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How Your Accounting Reports Should Translate to Success
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