From the first phone call a client makes to your business to the first time they walk through the doors, how they are welcomed can...

What’s Your Safe Withdrawal Rate? – Ep. 257
CWA
October 28, 2025
Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do
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The U.S. stimulus response to WWII was 5.4% of GDP, while the stimulus response to COVID was 20% of GDP. What contributed to such a...
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When starting your professional career, seeking mentorship can be crucial. Having a mentor by your side while adjusting to a new position can be a...
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Cue Bruce Springsteen’s “Born in the U.S.A.” In this special edition episode, Hunter and Judson face off in some America-themed Jeopardy, hosted by CWA Financial...
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June 25, 2024
One-third of Americans have spoken to a financial advisor. Why isn’t this number higher? It can be intimidating to navigate, especially when you aren’t sure...
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June 18, 2024
There was no way to truly predict what would happen in the economy this year, but with half of the year gone, have any of...
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There are two main ways that companies return income to investors: by growing the price of shares or via dividends. So, what’s the right strategy...
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Interpreting your practice’s performance can be hard to navigate, and how can you be sure you’re comparing your numbers to accurate data? The new How...
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There are options when it comes time to sell your practice, but is there a right or wrong way to sell? What about the differences...
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What do AI, aggressive ETF strategies and hyper volatility all have in common? They’re traits of some of the worst ETFs launched in the last...
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It’s easy to forget that more happens in a dental chair than routine cleaning or a clinical procedure. While the dental service takes place there,...
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