How to strategically handle losses on your tax return Cryptocurrency has been a more volatile investment than the stock market over the past few years....

Market Momentum of 2026 – Ep. 269
CWA
January 20, 2026
What drove the markets last year, and what should we expect for 2026? The guys reflect on market highlights from last year, such as international stock performance
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October 11, 2022
Economic downturns are nothing new for dental practice owners, but with each period, there are new obstacles to face. In the latest episode, special guest...
< 1 MIN READ
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October 6, 2022
It’s hard to ignore the turbulent economy we are currently experiencing. There’s no better time than now to set up yourself and your business to...
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October 5, 2022
Optimize tax planning and increase employee impact As we move into the latter part of the year, many dental practice owners are once again grappling...
3 MIN READ
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September 29, 2022
After a two-year hiatus, the 2022 American Student Dental Association (ASDA) National Leadership Conference, is back and will be held at the McCormick Place Convention...
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September 22, 2022
Whether near or far from retirement, during times of extreme economic uncertainty it is hard to stay the course on your investment strategy. Our gut...
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September 20, 2022
It’s a brand-new season and the guys are elaborating on the buzz surrounding a looming recession and ways to refurbish your personal and business plan....
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September 16, 2022
Meeting the IRS qualifications for ERTC to hold up against an IRS audit Dental practice owners and the financial advisors that support them are always...
4 MIN READ
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September 6, 2022
Strategies to position yourself to weather economic uncertainty With interest rates rising and fears of a prolonged recession growing, many people are looking for ways...
3 MIN READ
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September 6, 2022
Aside from practicing dentistry, there’s still a long list of to-dos on the plate of you and your team. Greeting patients, answering calls, accounting, HR...
< 1 MIN READ
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August 31, 2022
You’ve got years of clinical education and training under your belt, but investing time in the art of hiring and managing people is also well...
< 1 MIN READ
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