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...

The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond
CWA
July 9, 2025
Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation
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July 1, 2025
There is no better way to celebrate the Fourth of July than tasting the culinary offerings of an American summer. From processed meats to sweet...
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June 24, 2025
Cognitive biases are systematic errors in thinking and affect how we perceive information and make decisions. Since they can be unconscious mental shortcuts, identifying and...
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June 17, 2025
An associate doctor is the highest salaried employee in a practice outside of the owning doctor, so bringing an associate on can be a daunting...
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June 10, 2025
The power of compounding interest is most impactful over time, when interest has the opportunity to maximize the return on your savings. However, being young...
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June 3, 2025
Between tracking collections, managing insurance and raising fees, it can be difficult to accurately gauge your practice’s metrics and identify areas for improvement. With the...
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May 27, 2025
A Northwestern Mutual study shows that 75% of people who work with an advisor feel financially prepared for retirement versus only 45% of people that...
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May 20, 2025
Across the country, about 12% or more people paid $1,000 a month or more to finance their cars in 2024, with some states polling over...
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May 13, 2025
The recent Fed meeting didn’t bring many new developments, but stagflation and lack of rate cuts were hot discussion topics. As international banks make cuts,...
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May 6, 2025
The newest edition of the Pediatric Practice Comparison Report is now available! The report compiles data from pediatric practices nationwide to propel your goals this...
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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...
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