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...
State of the States – Ep. 205
CWA
November 5, 2024
7 out of the 10 best stock market performing days in 2020 happened in down markets. If an investor were to miss out on those
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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
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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
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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
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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
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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
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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
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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
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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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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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