Untapped potential in the market and your practice Interest rates are up, the markets are down, inflation has proven to be anything but transitory, and...

Market Upturn and Child IRA Accounts – Ep. 246
CWA
August 11, 2025
GDP printed a 3% increase in Q2 as stocks are performing well in the latest earnings report. Positive indicators like these are promising for a
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January 6, 2023
3 MIN READ

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December 30, 2022
Now that market returns have taken a turn, will you still be able to meet your savings goals? Before you react to the volatile economic...
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December 20, 2022
In summary, 2022 was a whirlwind for dental practices nationwide. Stimulus dollars were a thing of the past, fees felt like they climbed the ladder...
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December 16, 2022
Relax with our staff’s favorite reads this year The holiday season can be a busy time, filled with business, family and social obligations, guaranteed to...
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December 13, 2022
The midterm elections taught us that we are still a country divided and could lead to gridlock for legislative action this session. The guys map...
< 1 MIN READ

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December 6, 2022
2022 Economic Market Year in Review Written by Brad Sanders, CFA, Managing Director, Tectonic Advisors November 15,2022 We have been spoiled for way too long....
7 MIN READ

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December 6, 2022
This season offers some perspective amidst the mania of headlines surrounding the 2022 market and economy. Is all hope lost? Judson pulls out his calculator...
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November 25, 2022
IRS issues reminders for taxpayers looking to donate It’s the time of year where you may be feeling led to give back by donating your...
2 MIN READ

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November 22, 2022
Many people associate tax time with early spring, but there are ample tax planning opportunities to consider before year-end. Weighing the tax implications of your...
< 1 MIN READ

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November 18, 2022
Plan ahead with this tool to get the most from these credits The Inflation Reduction Act, signed into law this summer, includes expanded or extended...
3 MIN READ

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November 15, 2022
Parents raise you, care for you and provide you with financial resources as you grow up. And as you age, the roles reverse, and then...
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