Parents raise you, care for you and provide you with financial resources as you grow up. And as you age, the roles reverse, and then...

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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CWA
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November 7, 2022
You have about 20 years to instill the value of financial literacy into your children. While it seems like a long time, many college graduates...
< 1 MIN READ
by
CWA
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October 26, 2022
College is ripe with new experiences but with it, certainly comes new responsibilities to navigate. Is it possible to financially set your child up for...
< 1 MIN READ
by
CWA
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October 18, 2022
You’ve made it this far, and on top of managing your practice, you still have dependents relying on you financially and emotionally. Whether providing for...
< 1 MIN READ
by
alexis
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October 11, 2022
Economic downturns are nothing new for dental practice owners, but with each period, there are new obstacles to face. In the latest episode, special guest...
< 1 MIN READ
by
CWA
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October 6, 2022
It’s hard to ignore the turbulent economy we are currently experiencing. There’s no better time than now to set up yourself and your business to...
< 1 MIN READ
by
CWA
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October 5, 2022
Optimize tax planning and increase employee impact As we move into the latter part of the year, many dental practice owners are once again grappling...
3 MIN READ
by
CWA
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September 22, 2022
Whether near or far from retirement, during times of extreme economic uncertainty it is hard to stay the course on your investment strategy. Our gut...
< 1 MIN READ
by
CWA
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September 20, 2022
It’s a brand-new season and the guys are elaborating on the buzz surrounding a looming recession and ways to refurbish your personal and business plan....
< 1 MIN READ
by
CWA
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September 6, 2022
Aside from practicing dentistry, there’s still a long list of to-dos on the plate of you and your team. Greeting patients, answering calls, accounting, HR...
< 1 MIN READ
by
CWA
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August 31, 2022
You’ve got years of clinical education and training under your belt, but investing time in the art of hiring and managing people is also well...
< 1 MIN READ
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