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CWA DIGITAL NEWS

Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025
Investment Updates
Five Tax Savings Environments – Ep. 254

Turning Time Into Wealth – Ep. 255

CWA October 14, 2025

Benjamin Franklin famously summarized the financial concept of compounding by saying, “A penny saved is a penny earned.” Leveraging compound interest is essential for building your

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Three Things to Understand About Investment Advisory Fees

by CWA
•
February 8, 2018
How much is 1% worth? It, of course, depends on the scenario. In many cases, one percent of an item can easily disappear without notice....
3 MIN READ

These 5 things prevent success in professional & personal teams

by CWA
•
February 6, 2018
Written by CWA Partner Toni Lee A book for even the casual reader While I may not qualify as an avid reader, I do enjoy...
3 MIN READ

Cost of College: Savings Expectation vs. Reality

by CWA
•
February 6, 2018
The College Board released college cost data for the 2017-2018 school year in its annual Trends in College Pricing report. Here are the highlights: -...
4 MIN READ

A look at the end of year market performance and...

by CWA
•
January 8, 2018
This is an except from the CWA  monthly market update. To view the report in full, click here. John Maynard Keynes, the famous British economist...
5 MIN READ

CWA Annual Meeting – Final Speaker & Agenda Updates +...

by CWA
•
January 5, 2018
With most of the U.S. experiencing below average temperatures this winter, it’s hard not to count down the weeks until the Annual Meeting in sunny...
2 MIN READ

Is goal-based investing right for you?

by CWA
•
January 5, 2018
In 2019, most of us understand we should be investing for the future. Though we are aware of the importance of investing, and may already...
3 MIN READ

Experience Purpose, Create Greatness

by CWA
•
January 5, 2018
It is always interesting to me why businesses that appear identical achieve such different results. How do some remain consistently competitive while others fluctuate with...
3 MIN READ

Insight on the new tax law

by CWA
•
December 20, 2017
Updated Jan. 5, 2018 President Trump recently signed the tax reform bill into law, and it makes major changes to the U.S. tax code for...
3 MIN READ

Goal Setting in the New Year

by CWA
•
December 11, 2017
As the year comes to an end, it’s common to dig deep into analyzing the past 12 months. We think about our successes and failures...
3 MIN READ

Retire only when you are ready

by CWA
•
December 5, 2017
The reasoning behind the desire to retire is unique. Some will want to retire because they no longer enjoy the day-to-day work that they do. ...
5 MIN READ

Cost-effective ways to bring in new patients in 2018

by CWA
•
December 5, 2017
More new dental practices are entering the scene each year, while patients are actually going to the dentist less and less. In a 2016 survey,...
4 MIN READ

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Turning Time Into Wealth – Ep. 255

October 14, 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

Turning Time Into Wealth – Ep. 255

October 14, 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
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