Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • About
    • 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
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • About
    • 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
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

CWA DIGITAL NEWS

Investment Updates
Four Shifts Reshaping Dental Practices in 2026
Viral Finances: Fact or Fiction? – Ep. 267
2025 Wrapped: Our Favorites – Ep. 266

Investment Updates

CWA January 8, 2026

December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month’s Market Update video to see the

Loading...

Are You California Rich or Tennessee Rich? – Ep. 144

by CWA
/
August 29, 2023
Would you want to know how your money would stack up in different states? Well, lucky for you, the guys are here to play a...
< 1 MIN READ

How Do Americans Save Their Money? – Ep. 143

by CWA
/
August 22, 2023
Take a deep dive into the Vanguard How America Saves Report 2023 with the guys this week to see where Americans spend their hard-earned money....
< 1 MIN READ

Is Hygiene Your Hero or Your Nemesis? – Ep. 142

by CWA
/
August 15, 2023
The dental hygiene landscape is changing and now is the time to pause and evaluate your hygiene department to ensure you’re tapping into its full...
< 1 MIN READ

Dropping Insurance Like It’s Hot – Ep. 141

by CWA
/
August 9, 2023
The guys close out the insurance miniseries with the help of a special guest, Dr. John Carson. He takes us through his experience of dropping...
< 1 MIN READ

Insurance Negotiations, The New Norm – Ep. 140

by CWA
/
August 3, 2023
You should always be watching your profit margin and your PPO reimbursement rates play a big part in that. But between managing a booked-out schedule...
< 1 MIN READ

The Cost of Insurance – Ep. 139

by CWA
/
July 25, 2023
First, it was staffing that caused dentists a headache; now, insurance has really impacted profitability. Margins are getting squeezed, reimbursements are proving extremely high, and...
< 1 MIN READ

Secure Act 2.0 Incentives and Penalties – Ep. 138

by CWA
/
July 18, 2023
With the help of a special guest, the guys are here to get you up to speed and close out the Secure Act 2.0 miniseries....
< 1 MIN READ

Catch Up for Retirement – Ep. 137

by CWA
/
July 11, 2023
Making sense of the 90 provisions of the Secure Act 2.0 can be long drawn out, so the guys are breaking it up, covering different...
< 1 MIN READ

SECURE Your Retirement – Ep. 136

by CWA
/
July 5, 2023
When established, the Setting Every Community Up for Retirement Enhancement (SECURE) Act hailed as a landmark for strengthening the retirement system for American workers. And...
< 1 MIN READ

Can You Handle the Heat? – Ep. 135

by CWA
/
June 27, 2023
For ten consecutive rate increases, the Fed has decided to hold steady the current 5%-5.25% range. You may be wondering if this is the new...
< 1 MIN READ

A Mortgage Made in Heaven – Ep. 134

by CWA
/
June 20, 2023
The guys are discussing all the latest investment headlines and questions they’re getting from clients. First, they’re starting off with the housing market news; we’re...
< 1 MIN READ

End of content

No more pages to load

« Previous 1 … 11 12 13 … 20 Next »
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (219)
  • Annual Meeting (14)
  • Digital News Feature (161)
  • Financial Planning (137)
  • Inside CWA (28)
  • Investing (52)
  • Knowledge & Know-How (78)
  • News (85)
  • PR/Marketing/Social Media (4)
  • Practice Management (95)
  • Practice Transition (3)
  • Seminars & Events (12)
  • Tax News (98)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Investment Updates

January 8, 2026

Four Shifts Reshaping Dental Practices in 2026

January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267

January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266

December 30, 2025

Investment Updates

January 8, 2026

Four Shifts Reshaping Dental Practices in 2026

January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267

January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266

December 30, 2025
CONNECT WITH US
  • About
    • 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
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco