March 17 update on T Bank & UMA Model Performance from affiliate Tectonic Advisors Given the veracity of the market decline yesterday, we felt it...

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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March 16, 2020
As the country continues to address the implications of COVID-19, we know many of you are uneasy about the coming weeks and months for both...
4 MIN READ
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March 9, 2020
With so many options to consider, how do you ensure you get enough, but not too much? Shopping for business insurance can often feel like...
5 MIN READ
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March 6, 2020
CPA recommendations to make the most of those extra dollars The market has been in an upswing over the past 12 months. And with it,...
3 MIN READ
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February 28, 2020
Answer these questions before heading to the dealership For a business owner, a vehicle is one of those purchases that can fit in both the...
2 MIN READ
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February 15, 2020
August 18, 2020WEBINAR: Business Solutions to Back to School UncertaintyJuly 23, 2020Application Deadline Extended for Health & Human Services Stimulus FundsJuly 13, 2020Health & Human...
2 MIN READ
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CWA
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February 1, 2020
Determine exactly how much you need Nearly everyone understands the importance of expecting the unexpected. It is one of the reasons the process of financial...
5 MIN READ
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January 31, 2020
Dentists dream big. When I have my first meeting with a client and we try to define their goals, it’s common for their sites to...
4 MIN READ
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January 31, 2020
Protect yourself by writing the full date The new year is giving scammers an easy way to forge documents. This year's abbreviation is easily changeable...
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January 11, 2020
Darrell Cain Shares Goal Setting Advice For many people, the end of a year is time to reflect upon what’s been achieved and what’s ahead....
5 MIN READ
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CWA
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January 8, 2020
The financial pros and cons for dental practice owners Whether you lease or purchase your office space, it represents a major financial investment. In our...
4 MIN READ
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