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CWA DIGITAL NEWS

Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025
Investment Updates
Five Tax Savings Environments – Ep. 254

Turning Time Into Wealth – Ep. 255

CWA October 14, 2025

Benjamin Franklin famously summarized the financial concept of compounding by saying, “A penny saved is a penny earned.” Leveraging compound interest is essential for building your

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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

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Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025
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    • History
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  • Services
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      • Business Planning
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    • Practice Transitions
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      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
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    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
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