Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...

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 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
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December 7, 2021
The guys simplify all the main tax-savings strategies to take action on before Dec. 31 to help reduce what you may owe to the IRS....
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November 30, 2021
The proposed tax code restructure is getting rid of Backdoor Roth IRA conversions in 2022. What should investors do? The guys lay out all the...
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November 16, 2021
Long versus short-term gains, dividends tax, mutual funds, all of these are factored into the proposed tax law for 2022 that could affect your bottom...
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November 15, 2021
The Administration’s income tax proposal signals that changes are coming in 2022. Judson and Hunter weigh in on the current rates, anticipated increases and what...
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October 28, 2021
Impeding tax reform will impact your estate and the amount of tax your beneficiaries may have to pay. Planning ahead is essential. Judson and Hunter...
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October 26, 2021
Owning a dental practice isn’t easy. With the highs also comes the lows. The guys wrap up this season by honing in on the most...
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October 26, 2021
Dr. Steve Burros was blindsided when a staff member that he trusted like family was the prime suspect for embezzlement in his practice. Listen to...
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October 18, 2021
Using your hands is an essential part of your career in dentistry, so what happens if they were to get injured? Dr. Casey Culberson recalls...
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October 12, 2021
Not every dental partnership is a perfect fit. Judson and Hunter sit down with Dr. Bruce Ouellette as he shares his personal partnership journey. He...
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