The 11th edition of the Orthodontic Practice Comparison Report has arrived! This report looks at orthodontic practice data from practices nationwide, allowing orthodontists to see how...

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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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 28, 2024
What you need to know about the beneficial ownership information report Updated Feb. 26, 2025 On Feb. 19, 2025, the Financial Crimes Enforcement Network (FinCEN)...
3 MIN READ
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February 27, 2024
Right now, it feels like the Fed is taking us on a bumpy ride. Financing rates, rising prices and a volatile stock market are hitting...
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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 19, 2024
The secure act offers new flexibility for unused dollars Key takeaways The SECURE Act offers the ability to rollover up to $35,000 of unused 529...
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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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