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CWA DIGITAL NEWS

2025 Wrapped: Our Favorites – Ep. 266
Market Movements & Fed Forecasts – Ep. 265
The How Much Episode – Ep. 264
Investment Updates

2025 Wrapped: Our Favorites – Ep. 266

CWA December 30, 2025

As the year comes to an end, the guys reflect on their favorites from 2025. They look back on investment trends, tax law updates and AI evolution from the year,

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An Equation for Success

by CWA
/
August 14, 2018
Ray Dalio came from humble beginnings before he founded the investment management firm Bridgewater Associates out of his apartment in 1975. The firm grew to...
2 MIN READ

Transforming Creative Ideas into Greatness

by CWA
/
July 9, 2018
Written by Hunter Satterfield As a consumer there are few companies in the world I have a blind allegiance to. Chick-Fil-A, Whataburger and Discount Tire...
3 MIN READ

Three Virtues to a Winning Team

by CWA
/
June 7, 2018
As a ‘baseball mom’ I spend many days and nights on the baseball field with teams. Each team is different. The cultures are different. The...
3 MIN READ

Self-deception is holding you back from being a good leader

by CWA
/
May 1, 2018
I once read that in order to know if you are a good leader, just turn around and see who is following you.  It can...
3 MIN READ

1099s: Reporting Payments to Independent Contractors

by CWA
/
March 6, 2018
As a business owner, you are very familiar with submitting W-2s for any employees that were employed and paid either hourly or salary over the...
2 MIN READ

Consumers can be empowered by understanding 6 persuasion techniques

by CWA
/
March 1, 2018
Written by Hunter Satterfield, CWA Planner The doorbell rang as I was reading on the couch on a lazy Saturday afternoon.  When I opened the...
3 MIN READ

These 5 things prevent success in professional & personal teams

by CWA
/
February 6, 2018
Written by CWA Partner Toni Lee A book for even the casual reader While I may not qualify as an avid reader, I do enjoy...
3 MIN READ

Experience Purpose, Create Greatness

by CWA
/
January 5, 2018
It is always interesting to me why businesses that appear identical achieve such different results. How do some remain consistently competitive while others fluctuate with...
3 MIN READ

The Advisors’ Shelf

by CWA
/
October 6, 2017
CWA planner Hunter Satterfield’s regular past time is reading. This is such a known fact by his colleagues and friends, that many of his clients...
3 MIN READ

6 Critical Steps to Paying Off Dental School Debt

by CWA
/
September 1, 2017
My colleagues and I have watched dental school and education costs grow at an astonishing clip in the past few years during my work with...
3 MIN READ

Top 3 things your retirement plan needs by the time...

by CWA
/
August 3, 2017
Retirement planning is not just for the person approaching it – it is something that everyone needs to focus on at every age. You should...
4 MIN READ

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2025 Wrapped: Our Favorites – Ep. 266

December 30, 2025

Market Movements & Fed Forecasts – Ep. 265

December 23, 2025

The How Much Episode – Ep. 264

December 16, 2025

Investment Updates

December 10, 2025

2025 Wrapped: Our Favorites – Ep. 266

December 30, 2025

Market Movements & Fed Forecasts – Ep. 265

December 23, 2025

The How Much Episode – Ep. 264

December 16, 2025

Investment Updates

December 10, 2025
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    • History
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • 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
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