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,...

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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December 23, 2025
The Fed announced the final rate cut of the year by 25 basis points, new employment data was released and updated CPI numbers were printed. The guys discuss rate cuts in 2026, the potential influence of new Fed leadership and...
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CWA
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December 16, 2025
Planning for a secure future starts with asking the right questions, like “How much money do I need?” Hunter and Judson discuss how much you...
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CWA
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December 9, 2025
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...
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CWA
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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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CWA
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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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CWA
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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...
< 1 MIN READ
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CWA
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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...
< 1 MIN READ
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CWA
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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...
< 1 MIN READ
by
CWA
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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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by
CWA
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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...
< 1 MIN READ
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