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CWA DIGITAL NEWS

Investment Updates
2026 Risks & Rewards – Ep. 263
Give Yourself a Raise
The Hows & Whys of 529s – Ep. 262

Investment Updates

CWA December 10, 2025

November 2025 Market Update In November, the stock market felt like a dynamic dance floor of sudden swings and rotating partners. Watch this month’s Market

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Offsetting Capital Gains With Tax-Loss Harvesting

by CWA
/
April 17, 2023
After a year of market volatility, keeping track of your capital losses can be your gain Last year, we saw the stock market experience significant...
3 MIN READ

When Tax Scams Get Dirty – Ep. 126

by CWA
/
April 11, 2023
Each year, the IRS unveils its Dirty Dozen list, which outlines the top tax scams that taxpayers, businesses and tax professionals should be aware of...
< 1 MIN READ

Is Now the Time to Cash In on a High-Yield...

by CWA
/
April 5, 2023
Volatile markets, stubborn inflation and a decidedly uncertain economic outlook are forcing investors to reevaluate how to optimize both their long- and short-term savings strategies....
3 MIN READ

Let’s Get This Straight: Ortho Trends – Ep. 125

by CWA
/
April 3, 2023
The guys are taking the 10th edition of the Orthodontic Practice Comparison Report and pulling all the data you need to know to help you...
< 1 MIN READ

Could SVB Happen to Your Bank? – Ep. 124

by CWA
/
March 28, 2023
SVB’s latest banking woes have depositors wondering whether their cash is actually safe in banks. But more importantly, investors want to know whether this will...
< 1 MIN READ

Putting Market Madness in Perspective – Ep. 123

by CWA
/
March 22, 2023
In this episode, the guys discuss Silicon Valley’s bank crisis and how the projected path of the financial markets  could affect the average person in...
< 1 MIN READ

The Nitty Gritty on Practice Transitions (LIVE from CWA Annual...

by CWA
/
March 15, 2023
Hunter and Judson were honored to be joined by NDP Partners Christy Ratcliff and Charles Loretto to talk about the number one question they get asked, “what...
< 1 MIN READ

If Your Advisor Said to Jump… Would You? – Ep....

by CWA
/
March 8, 2023
Do you have someone walking alongside each step of your financial journey to ensure you reach your full potential? And do you know the motivators...
< 1 MIN READ

Is Now the Right Time to Buy or Sell a...

by CWA
/
March 8, 2023
Today's Top Dental Transition Questions, Answered With interest rates climbing and recession still in the news, many dental practice owners are wondering whether this is...
4 MIN READ

In the Blink of an Eye, CPI is Down –...

by CWA
/
February 21, 2023
Boy oh boy can the tax world come at you fast with good and not-so-good news that can impact the way you shop, pay and...
< 1 MIN READ

Hey ETF, It’s Your Birthday! – Episode 119

by CWA
/
February 14, 2023
What does the average investor need to know about exchange-traded fund (ETF)s and index funds right now? Judson and Hunter hit the highlights so you...
< 1 MIN READ

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TOP POSTS

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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