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...

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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May 15, 2024
Take a proactive approach to your tax projection Key takeaways: A good tax projection is proactive, which means evaluating the year ahead and planning for...
3 MIN READ
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CWA
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May 14, 2024
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,...
< 1 MIN READ
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CWA
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May 8, 2024
Key takeaways Reach your retirement goals with a plan that maximizes returns and minimizes risk. Diversify your portfolio to reduce risk exposure. Include distribution planning...
5 MIN READ
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CWA
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May 7, 2024
The latest Pediatric Comparison Report is now available! This report gathers data from practices nationwide to give insight into average production, collections, payroll and more....
< 1 MIN READ
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CWA
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April 30, 2024
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...
< 1 MIN READ
by
CWA
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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...
< 1 MIN READ
by
CWA
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April 22, 2024
Your accounts receivable has the answer Key takeaways Consider your practice’s ability to take on risk when offering flexible payment options. When leveraging flexible payment...
4 MIN READ
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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...
< 1 MIN READ
by
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...
< 1 MIN READ
by
CWA
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April 8, 2024
Can You Maximize the Valuation of Your Dental Practice in Today’s Market? Key takeaways Know your market, how to improve the practice before the sale,...
4 MIN READ
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