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CWA DIGITAL NEWS

Are Your Investments Too Confident? – Ep. 241
Breaking Down the Dental Practice Profitability Formula
Investment Updates
Fourth of July Omakase – Ep. 240

Are Your Investments Too Confident? – Ep. 241

CWA July 8, 2025

According to a study from the Journal of Behavioral Finance, nearly 74% of investors overestimate their investment skills. Why do so many individuals feel so

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Meals & Entertainment Tax Deductions for 2025

by CWA
•
April 4, 2025
How to maximize your deductions Updated April 2025 Understanding the expenses you can and cannot write off for your small-to-mid-sized business is critical for optimizing...
3 MIN READ

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

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Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 2025

Fourth of July Omakase – Ep. 240

July 1, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 2025

Fourth of July Omakase – Ep. 240

July 1, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • 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
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco