Is the market due for a dip in 2026? From the industrial renaissance boosting growth to potential corrections in AI investments, the guys cover how these...

Investment Updates
CWA
December 10, 2025
November 2025 Market Update In November, the stock market felt like a dynamic dance floor of sudden swings and rotating partners. Watch this month’s Market
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December 2, 2025
Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding....
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November 25, 2025
Whether stored in a piggy bank or savings account, it's crucial to know how your cash is being allocated. But how early should you start...
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November 18, 2025
The IRS has released new contribution limits, increasing the caps on 401(k)s, IRAs and more, creating opportunities to save more in the coming year. The...
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November 11, 2025
As rates are coming down, is it better to start your construction project now or wait for the next rate cut? Amidst fluctuating costs and...
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November 4, 2025
With the second rate cut of the year and a third expected by year-end, it’s a crucial time to take advantage of lower refinancing rates...
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October 28, 2025
Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do...
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October 21, 2025
There is no one-size-fits-all approach to end-of-year tax strategies, so it's crucial for business owners to know where they can maximize their deductions and start...
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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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October 7, 2025
Tax diversification allows for flexibility in reallocating your savings when unexpected expenses arise. But with the new tax law changes, should your tax savings strategies...
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September 30, 2025
The recent Fed cut makes refinancing your loans seem like an appealing course of action. However, the type of loan, debt interest rates and future...
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