Everyday dentists' attention is split between their business and investment portfolio. And knowing where your action items remain for your personal and business financials can...

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 5, 2023
Why accepting higher staffing costs is key to keeping profits intact If your dental practice hasn’t experienced major staffing challenges over the last year or...
3 MIN READ
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CWA
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May 1, 2023
It’s time to dig into the pediatric dentistry trends that could impact your goals for the year. With the help of a special guest, the...
< 1 MIN READ
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CWA
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April 25, 2023
For some, retirement may be near; for others, it may be a distant dream, and you've probably been curious about how the average retiree spends...
< 1 MIN READ
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CWA
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April 18, 2023
This year, Tax Day is April 18, and this is also the last day to file an extension. For taxpayers who have filed and received...
< 1 MIN READ
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CWA
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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
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CWA
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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
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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
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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...
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CWA
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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
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CWA
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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
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