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CWA DIGITAL NEWS

Year-End Tax Planning Considerations for 2025
Investment Updates
Five Tax Savings Environments – Ep. 254
What the Fed’s Rate Cut Means for the Economy and You

Year-End Tax Planning Considerations for 2025

CWA October 8, 2025

Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for

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Selecting the Right Investments for Your Portfolio – Season 16...

by CWA
•
February 1, 2022
There should be a process when it comes to selecting the investments that make up your portfolio, and it shouldn’t be what’s trending on Twitter. 12th Street Asset Management Founding...
< 1 MIN READ

Stock Market Volatility Causes Investors to Question the Course

by CWA
•
January 25, 2022
Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022.  Volatility began at...
3 MIN READ

Avoid the “Hot-Pocket Scenario” in Your Dental Practice

by CWA
•
January 24, 2022
Leverage This Conflict Resolution Cycle for a Peaceful Dental Practice Transition Successful dental partnerships are rarely just about dentistry. Partnerships are first and foremost relationships,...
2 MIN READ

When Do You Need Your Money? – Season 16 Ep....

by CWA
•
January 21, 2022
With an unsteady stock market, is now the time to take advantage of the market, or stay away? Hunter and Judson advise that depending on when you...
< 1 MIN READ

Tax Diversification: The Blueprint for Your Financial Portfolio – Season...

by CWA
•
January 18, 2022
If you take your money out of various tax environments inefficiently, it can decrease the longevity of the investment by 30%. The guys dive into...
< 1 MIN READ

IRS Funding Limits for 2022

by CWA
•
January 14, 2022
Inflation-adjusted limits offer additional savings opportunity This year, investors have an even greater opportunity to save for retirement. The IRS recently released its inflation-adjusted contribution...
2 MIN READ

The Art of Investment Allocation – Season 16 Ep. 2

by CWA
•
January 10, 2022
When it comes to your investment portfolio, true asset allocation is an art. It’s also a practice that can make or break your portfolio over...
< 1 MIN READ

HHS Phase 2 Reporting Period Opens

by CWA
•
January 6, 2022
Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...
4 MIN READ

Positive Signs for a Successful 2022 for Dental Practice Owners

by CWA
•
January 5, 2022
The last couple of years have been quite the wild ride. Just as it seemed the dental world was working its way out of the...
4 MIN READ

Your Appetite for Investment Risk – Season 16 Ep. 1

by CWA
•
January 4, 2022
Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...
< 1 MIN READ

BONUS Episode: Answering Your Calling with Dr. Ryan Shinska

by CWA
•
December 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
< 1 MIN READ

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TOP POSTS

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 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
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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    • Educational Videos
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco