More and more investors are incorporating alternative investments into their portfolios. With the allure of diversification from traditional investments and the pursuit of higher returns,...
Identity Theft, Chocolate and Your Kids – Ep. 177
CWA
April 15, 2024
With the rising prevalence of social media, there has been a steady increase in children’s identities being stolen. In 2022, nearly 1 million U.S. children
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October 24, 2023
This year Americans have accumulated more wealth, reflected in soaring home values, growing investments, and lowering credit card balances. While it sounds like good news,...
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Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...
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October 9, 2023
Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...
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October 4, 2023
You likely hear the Fed acting ‘hawkish,’ but what does that really mean? It seems pretty ambiguous. The guys break down the Fed’s behavior and...
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September 25, 2023
Today’s high interest rate environment is having a big impact on housing affordability in the U.S. Renting, buying, selling, or even upgrading a house with...
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September 19, 2023
It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things...
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September 12, 2023
Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...
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September 5, 2023
In this episode we feature Hunter Satterfield’s recent guest appearance on NDP's Transition Talk, where he sits down with Partner Charles Loretto to discuss the...
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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...
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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....
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