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CWA DIGITAL NEWS

Finding Validation: Confirmation Biases – Ep. 239
Can You Afford an Associate? – Ep. 238
Time Is Your Biggest Asset – Ep. 237
Four Ways to Increase Profitability in Your Practice

Finding Validation: Confirmation Biases – Ep. 239

CWA June 24, 2025

Cognitive biases are systematic errors in thinking and affect how we perceive information and make decisions. Since they can be unconscious mental shortcuts, identifying and

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Year-End Tax Planning Considerations for 2023

by CWA
•
October 6, 2023
Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...
5 MIN READ

The Fed’s Next Move – Ep. 149

by CWA
•
October 4, 2023
You likely hear the Fed acting ‘hawkish,’ but what does that really mean? It seems pretty ambiguous. The guys break down the Fed’s behavior and...
< 1 MIN READ

A Tale of Two Mortgage Rates – Ep. 148

by CWA
•
September 25, 2023
Today’s high interest rate environment is having a big impact on housing affordability in the U.S. Renting, buying, selling, or even upgrading a house with...
< 1 MIN READ

Answers to Your Tax Questions – Ep. 147

by CWA
•
September 19, 2023
It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things...
< 1 MIN READ

Distributing Income Into the Most Tax-Efficient Environment

by CWA
•
September 17, 2023
Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...
4 MIN READ

Is History Repeating Itself?- Ep. 146

by CWA
•
September 12, 2023
Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...
< 1 MIN READ

Your Top Line Strategy – Ep. 145

by CWA
•
September 5, 2023
In this episode we feature Hunter Satterfield’s recent guest appearance on NDP's Transition Talk, where he sits down with Partner Charles Loretto to discuss the...
< 1 MIN READ

Is All Debt Still Not Created Equal?

by CWA
•
September 1, 2023
What to pay off first in today’s high interest rate environment Key takeaways In the current economic landscape, debt priorities remain the same; however, payment...
5 MIN READ

Are You California Rich or Tennessee Rich? – Ep. 144

by CWA
•
August 29, 2023
Would you want to know how your money would stack up in different states? Well, lucky for you, the guys are here to play a...
< 1 MIN READ

How Do Americans Save Their Money? – Ep. 143

by CWA
•
August 22, 2023
Take a deep dive into the Vanguard How America Saves Report 2023 with the guys this week to see where Americans spend their hard-earned money....
< 1 MIN READ

Managing Your Cash in Four Different Strategic Ways

by CWA
•
August 18, 2023
Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...
4 MIN READ

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TOP POSTS

Finding Validation: Confirmation Biases – Ep. 239

June 24, 2025

Can You Afford an Associate? – Ep. 238

June 17, 2025

Time Is Your Biggest Asset – Ep. 237

June 10, 2025

Four Ways to Increase Profitability in Your Practice

June 6, 2025

Finding Validation: Confirmation Biases – Ep. 239

June 24, 2025

Can You Afford an Associate? – Ep. 238

June 17, 2025

Time Is Your Biggest Asset – Ep. 237

June 10, 2025

Four Ways to Increase Profitability in Your Practice

June 6, 2025
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    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
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