As rates are coming down, is it better to start your construction project now or wait for the next rate cut? Amidst fluctuating costs and...

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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by
Zane Harris
/
November 5, 2025
Key Takeaways Choose a business structure that maximizes tax efficiency and helps you retain more income, while ensuring compliance with IRS regulations. For dental practice...
4 MIN READ
by
CWA
/
November 4, 2025
With the second rate cut of the year and a third expected by year-end, it’s a crucial time to take advantage of lower refinancing rates...
< 1 MIN READ
by
CWA
/
October 28, 2025
Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do...
< 1 MIN READ
by
CWA
/
October 21, 2025
There is no one-size-fits-all approach to end-of-year tax strategies, so it's crucial for business owners to know where they can maximize their deductions and start...
< 1 MIN READ
by
CWA
/
October 14, 2025
Benjamin Franklin famously summarized the financial concept of compounding by saying, “A penny saved is a penny earned.” Leveraging compound interest is essential for building your...
< 1 MIN READ
by
CWA
/
October 8, 2025
Implement these tax-saving action items before year-end Key TakeawaysThe last quarter of the year is a great time to get organized and prepared for the...
6 MIN READ
by
CWA
/
October 7, 2025
Tax diversification allows for flexibility in reallocating your savings when unexpected expenses arise. But with the new tax law changes, should your tax savings strategies...
< 1 MIN READ
by
CWA
/
October 2, 2025
The Federal Reserve cut interest rates by 0.25 percentage points, despite rising inflation and an upward revision to GDP growth. Core Personal Consumption Expenditures (PCE)...
2 MIN READ
by
CWA
/
September 30, 2025
The recent Fed cut makes refinancing your loans seem like an appealing course of action. However, the type of loan, debt interest rates and future...
< 1 MIN READ
by
CWA
/
September 23, 2025
The first rate cut of the year from the Fed saw a cut of 25 basis points, and the guys are analyzing how it might...
< 1 MIN READ
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