It’s tax season, which means scammers are dangling bait to reel in taxpayers and their money. The IRS Dirty Dozen list is out, and Hunter...

Investment Updates
CWA
January 8, 2026
December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month’s Market Update video to see the
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April 23, 2024
Did you pay more in taxes than you anticipated this year? Was there a significant change in your business that wasn’t included in your tax...
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CWA
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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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CWA
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April 9, 2024
Over the next two years, annuity sales will be over $700 billion, compared to $385 billion in 2023. What’s the appeal of these contract investments...
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CWA
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March 26, 2024
When you think about buying into a dental practice, endless questions arise about how to do it. Between managing debt, potential office upgrades and hiring...
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March 19, 2024
If you retired at the end of 2022, the S&P 500 total rate of return for the three years prior would be 32%, but if...
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March 12, 2024
It’s time to recap everything discussed at this year’s Annual Meeting! Hunter and Judson share their observations on the hottest topics right now for business...
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March 4, 2024
As a business owner, it can be hard to look past the books and know the invaluable impact your trade can have on people every...
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February 19, 2024
Credit card debt soars in the U.S. while personal savings rates dive. Which should you focus on fixing first in your financial plan? Hunter and...
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February 13, 2024
It’s an election year, but not just for the United States. Over 50 countries are facing high-stakes elections this year, many of them sure to...
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February 7, 2024
It may seem confusing to differentiate between yield and growth and what ways your investments make returns. Hunter and Judson dive into the difference between...
< 1 MIN READ
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