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CWA DIGITAL NEWS

Don’t Leave It to the State – Ep. 251
Investment Updates
Hurdles in Hygiene – Ep. 250
Buy or Lease? Cash or Finance?

Don’t Leave It to the State – Ep. 251

CWA September 16, 2025

Estate planning encompasses more than passing down family heirlooms and large sums of wealth. Creating an estate plan ensures your loved ones are taken care

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How Did 2023 Hold Up? – Ep. 162

by CWA
•
January 2, 2024
It was a whirlwind of a year, but did Judson and Hunter see it all coming? The guys revisit their 2023 predictions they made a...
< 1 MIN READ

The Art of Real Estate Investments – Ep. 161

by CWA
•
December 26, 2023
In the second part of the real estate investment series, Mark Roberts from Crow Holdings joins the guys again to dig into how real estate investments...
< 1 MIN READ

Hidden Investments of Real Estate – Ep. 160

by CWA
•
December 19, 2023
In the first installment of a two-part series on real estate investments, Mark Roberts from Crow Holdings joins the guys. They discuss the relationship-driven private...
< 1 MIN READ

Taxes – How Did We Get Here? – Ep. 159

by CWA
•
December 13, 2023
It's hard to believe, but America was founded to avoid high taxation. Fast forward, and the U.S. tax code has evolved into 2,651 pages and...
< 1 MIN READ

Under Lock and Key – Ep. 158

by CWA
•
December 6, 2023
Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios...
< 1 MIN READ

The $500 Button – Ep. 157

by CWA
•
November 28, 2023
To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to...
< 1 MIN READ

It’s a Wonderful Bank – Ep 156

by CWA
•
November 20, 2023
When we think of how banks really work and their responsibilities to society and government, it’s important first to understand the evolution of the banking system. The...
< 1 MIN READ

History’s Financial Plague – Ep. 155

by CWA
•
November 14, 2023
In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the...
< 1 MIN READ

Risks and Rewards of Alternatives – Ep. 154

by CWA
•
November 6, 2023
In the current economic environment, where investors are drawn to lower portfolio risk and boosted returns, do they need to rethink their traditional strategy? In...
< 1 MIN READ

Can Alternative Investments Pay Off? – Ep. 153

by CWA
•
October 31, 2023
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,...
< 1 MIN READ

American’s Rising Net Worth – Ep. 152

by CWA
•
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,...
< 1 MIN READ

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Don’t Leave It to the State – Ep. 251

September 16, 2025

Investment Updates

September 10, 2025

Hurdles in Hygiene – Ep. 250

September 9, 2025

Buy or Lease? Cash or Finance?

September 8, 2025

Don’t Leave It to the State – Ep. 251

September 16, 2025

Investment Updates

September 10, 2025

Hurdles in Hygiene – Ep. 250

September 9, 2025

Buy or Lease? Cash or Finance?

September 8, 2025
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    • History
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  • Services
    • Financial Planning
      • Business Planning
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      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
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    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
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