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...

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...

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...

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...

Which is best for your child? Saving for your child’s college tuition is more necessary than ever before with tuition rising at an average of...

The Importance of a Diversified Funding Strategy to Achieve Financial Freedom We all know how important it is to save for retirement. Most of us...

Should you continue to pay when you don’t have to? The Biden administration announced that coronavirus pandemic relief originally enacted under the CARES Act in...

Navigating the unexpected begins with knowing what to expect Saving for a comfortable retirement is a career-long commitment. It takes planning, patience, perseverance and a...

How to save and pay for the increasing cost of tuition It’s that time of the year where students are making their final choices on...

Whether young or retired, this is advice you can’t ignore At the end of the day, we all want to know the secret that has...

video: How this week’s happenings impact you and the broader market This morning, CWA Investment Committee members Hunter Satterfield and Brad Sanders jump on camera...