The long and short of it is, our emotions and behaviors affect the decisions we make every day. But, when it comes to decisions around...

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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December 6, 2018
When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United...
3 MIN READ
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CWA
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November 7, 2018
December is on its way, and in the blink of an eye, 2018 will be over – as will your opportunity to take advantage of...
4 MIN READ
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CWA
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November 7, 2018
By Hunter Satterfield, CPA Several years ago, a client of mine told me that he was re-reading the ‘classics,’ because his thinking had evolved since...
3 MIN READ
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CWA
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November 5, 2018
One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can...
5 MIN READ
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CWA
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October 5, 2018
For as long as civilizations have been engaging in trade, methods of record keeping, accounting and accounting tools have been in use. Though the concept...
3 MIN READ
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CWA
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October 5, 2018
Written by Toni Lee Growing up in my parent’s household, every morning without exception, my bed was expected to be made. As a child, I...
2 MIN READ
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CWA
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October 5, 2018
This article explains the “3-to-1” milestone — earning three dollars for every one you invest — and why it’s a key marker of wealth-building momentum....
4 MIN READ
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CWA
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October 4, 2018
Editorial note: The following blog was written following an interview with Dr. Todd Engel, as a result of the increasing demand for dental implants. Continuing...
3 MIN READ
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CWA
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September 13, 2018
Many dentists choose to work in one physical office and are able to produce enough dentistry and earn sufficient income to achieve all their financial...
5 MIN READ
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CWA
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September 10, 2018
Updated 10/5/2020 to reflect 2020 taxable income limits. In early August, the IRS issued proposed regulations on the Tax Cut and Job Act. The regulations...
3 MIN READ
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