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CWA DIGITAL NEWS

Investment Updates
Four Shifts Reshaping Dental Practices in 2026
Viral Finances: Fact or Fiction? – Ep. 267
2025 Wrapped: Our Favorites – Ep. 266

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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Overcoming emotions to avoid behavioral investing

by CWA
/
December 7, 2018
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...
< 1 MIN READ

Leveraging Efficiencies to Minimize Tax Liability

by CWA
/
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

2018 End of Year Tax Strategies

by CWA
/
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

Understanding the relationship between wealth and happiness

by CWA
/
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

Fifteen Minutes to Financial Peace

by CWA
/
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

Technological advances in the ancient practice of bookkeeping

by CWA
/
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

The simple morning task that could change your day

by CWA
/
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
Strategic savings - best savings strategy - how to grow savings – Cain Watters & Associates – Darrell Cain

Earn Three Dollars for every Dollar Invested through Strategic Savings

by CWA
/
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

Where entrepreneurial spirit meets discernment

by CWA
/
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
Dentist opening second dental practice office

Considerations for Success When Opening your Second Practice

by CWA
/
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

Tax Law September Update: Changes to 199A Deduction

by CWA
/
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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Investment Updates

January 8, 2026

Four Shifts Reshaping Dental Practices in 2026

January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267

January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266

December 30, 2025

Investment Updates

January 8, 2026

Four Shifts Reshaping Dental Practices in 2026

January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267

January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266

December 30, 2025
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  • About
    • History
    • 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
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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