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...

The Psychology of Money – Ep. 231
CWA
April 29, 2025
Investing and personal finances are typically taught numerically, driven by data and spreadsheets. A problem with this, though, is that financial decisions are also driven
Loading...

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

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

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

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

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

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

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

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

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

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
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (184)
- Annual Meeting (14)
- Digital News Feature (151)
- Financial Planning (134)
- Inside CWA (28)
- Investing (50)
- Knowledge & Know-How (78)
- News (83)
- PR/Marketing/Social Media (4)
- Practice Management (91)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (95)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

The Psychology of Money – Ep. 231
April 29, 2025

Recession Investment Strategies – Ep. 230
April 22, 2025

Market Whiplash and CPI – Ep. 229
April 15, 2025

Shifting Into High Gear: Ortho Trends – Ep. 228
April 8, 2025

The Psychology of Money – Ep. 231
April 29, 2025

Recession Investment Strategies – Ep. 230
April 22, 2025

Market Whiplash and CPI – Ep. 229
April 15, 2025

Shifting Into High Gear: Ortho Trends – Ep. 228
April 8, 2025