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...
CWA DIGITAL NEWS

Under Lock and Key – Ep. 158
CWA
December 6, 2023
Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios
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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

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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...
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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...
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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

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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

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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

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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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April 5, 2022
Unless you’ve been living in a mountain hut in the Andes since the start of the pandemic, you know that inflation is sky-high. You’ve seen...
5 MIN READ

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January 25, 2022
Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022. Volatility began at...
3 MIN READ

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November 5, 2021
Take this step to offset rising costs The Department of Labor (DOL) stated that consumer prices rose 5.4% during the 12 months ending in September...
4 MIN READ
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