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CWA DIGITAL NEWS

Investment Updates
The Leadership Odyssey: Part 2 – Ep. 308
The Leadership Odyssey: Part 1 – Ep. 307
Four Growth Milestones for Emerging Dental Groups

Investment Updates

CWA October 8, 2026

SEPTEMBER 2026 Market Update Markets continue to deliver positive returns, but the headline numbers don’t tell the whole story. The Investment Committee discusses market concentration,

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Distributing Income Into the Most Tax-Efficient Environment

by CWA
/
September 17, 2023
Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...
4 MIN READ

Managing Your Cash in Four Different Strategic Ways

by CWA
/
August 18, 2023
Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...
4 MIN READ

The Housing Market Perfect Storm

by CWA
/
August 3, 2023
What’s causing it and how to weather this challenging market Key takeaways With a housing market that never fully recovered from the 2008 recession, homebuyers...
3 MIN READ

Your Role in Your Parents Estate Plan

by CWA
/
July 17, 2023
Ask these three questions to ensure they are set up Estate planning is an essential element of one’s financial plan. We’ve covered it in our...
3 MIN READ

How to Rise Above the Challenges in Your Dental Practice

by CWA
/
February 6, 2023
You can't just throw marketing dollars at this problem Just like 2021 before it, 2022 turned out to be another challenging year for dental practice...
3 MIN READ

Your Investment Portfolio and Dental Practice Can Thrive in 2023

by CWA
/
January 6, 2023
Untapped potential in the market and your practice Interest rates are up, the markets are down, inflation has proven to be anything but transitory, and...
3 MIN READ

The Best Way to Structure Employee Bonuses

by CWA
/
October 5, 2022
Optimize tax planning and increase employee impact As we move into the latter part of the year, many dental practice owners are once again grappling...
3 MIN READ

Get Your Business-Related Travel Tax Deductions Right

by CWA
/
August 19, 2022
What you can and cannot deduct from your next trip Travel is more expensive than it has been in years, but business owners don’t need...
4 MIN READ

Preparing for Student Loans to Resume

by CWA
/
August 2, 2022
Managing debt after two years of delayed payments Business owners across the country have had their hands full the past few years, but student loans...
3 MIN READ

Where to Keep Your Cash During Periods of Inflation or...

by CWA
/
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

HHS Phase 2 Reporting Period Opens

by CWA
/
January 6, 2022
Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...
4 MIN READ

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TOP POSTS

Investment Updates

October 8, 2026

The Leadership Odyssey: Part 2 – Ep. 308

October 6, 2026

The Leadership Odyssey: Part 1 – Ep. 307

September 29, 2026
Financial Milestones for Growing Dental Groups

Four Growth Milestones for Emerging Dental Groups

September 28, 2026

Investment Updates

October 8, 2026

The Leadership Odyssey: Part 2 – Ep. 308

October 6, 2026

The Leadership Odyssey: Part 1 – Ep. 307

September 29, 2026
Financial Milestones for Growing Dental Groups

Four Growth Milestones for Emerging Dental Groups

September 28, 2026
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  • 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
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
    • Sapphire Circle
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco