Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • About
    • History
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • 401(k) Plans
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • About
    • History
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • 401(k) Plans
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

CWA DIGITAL NEWS

Case Study in AI Finance – Ep. 292
Almonds, Airplanes and S&P 500 – Ep. 291
The New Dental Economy
Apples to Apples: Benchmark Your Growth – Ep. 290

Case Study in AI Finance – Ep. 292

Hunter Satterfield June 16, 2026

The episode features case studies from three associate planners from CWA, who used various AI tools to explore tax, financial, and investment planning.

Loading...

Measured Risks & Market Nosedives

by CWA
/
August 24, 2015
by Brad Sanders August 24, 2015   CWA Digital News Investments Editor and Managing Director at Tectonic Advisors Brad Sanders has covered the problems in...
2 MIN READ

From a Fascination with Fiction to a Career in Investments

by CWA
/
August 4, 2015
I get bored easily. I was always a good student – more out of a sense of obligation rather than interest – but the thought...
2 MIN READ

The Madoff Mistake

by CWA
/
July 6, 2015
You know the story. On December 11, 2008, the investment world was rocked by the arrest of notorious broker and investment advisor Bernie Madoff.  In...
3 MIN READ

THE RATIONAL PORTFOLIO: Behavioral Finance and the Psychology of Risk-taking

by CWA
/
June 8, 2015
The field of behavioral finance has grown in leaps in bounds over the past several years and the psychology of risk-taking has helped investors better...
2 MIN READ

VIDEO: Investing For Your Temperament

by CWA
/
June 8, 2015
Assess your risk tolerance and choose investment strategies that best suit your temperament. Haag Sherman, CEO of Tectonic Advisors, LLC, explains how to do it.
< 1 MIN READ

Interest Rate Hikes You May Not Hate

by CWA
/
March 25, 2015
March 31, 2015 Tectonic (formerly FMR) investment strategist Brad Sanders recently attended a Pimco-hosted event featuring Ben Bernanke and Condoleezza Rice. Read his key takeaways...
2 MIN READ

CWA INVESTMENT NEWS

by CWA
/
February 27, 2015
III to I Financial Management Research (FMR), the firm that supports the CWA investment community, is undergoing a company reposition beginning with a new name....
2 MIN READ

Five Reasons to Temper S&P 500 Enthusiasm in 2015

by CWA
/
January 27, 2015
With domestic large cap stocks capping off a solid 2014, many investors are looking at their portfolios and wondering if they should simply continue to...
3 MIN READ

End of content

No more pages to load

« Previous 1 … 4 5
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (244)
  • Annual Meeting (14)
  • Digital News Feature (169)
  • Financial Planning (140)
  • Inside CWA (28)
  • Investing (52)
  • Knowledge & Know-How (77)
  • News (85)
  • PR/Marketing/Social Media (4)
  • Practice Management (97)
  • Practice Transition (4)
  • Seminars & Events (13)
  • Tax News (100)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Case Study in AI Finance – Ep. 292

June 16, 2026

Almonds, Airplanes and S&P 500 – Ep. 291

June 9, 2026
dental practice growth

The New Dental Economy

June 3, 2026

Apples to Apples: Benchmark Your Growth – Ep. 290

June 2, 2026

Case Study in AI Finance – Ep. 292

June 16, 2026

Almonds, Airplanes and S&P 500 – Ep. 291

June 9, 2026
dental practice growth

The New Dental Economy

June 3, 2026

Apples to Apples: Benchmark Your Growth – Ep. 290

June 2, 2026
CONNECT WITH US
  • About
    • History
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • 401(k) Plans
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco