If appropriately diversified, there will always be a part of your portfolio you hate. Though it’s tempting to try to “recession-proof” your assets as the...

Investment Updates
CWA
December 10, 2025
November 2025 Market Update In November, the stock market felt like a dynamic dance floor of sudden swings and rotating partners. Watch this month’s Market
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April 15, 2025
NASDAQ saw its biggest day in point history with a 12-point surge. After the market dropped due to tariffs, is the economy in the clear?...
< 1 MIN READ
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April 8, 2025
The 12th edition of the Orthodontic Practice Comparison Report is here and more comprehensive than ever. The report, now powered by Gaidge analytics, compiles orthodontic...
< 1 MIN READ
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April 7, 2025
With President Trump’s announcement of sweeping tariffs worldwide, the stock market took a dive, leaving many concerned about where their investments and businesses stand as...
< 1 MIN READ
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April 4, 2025
How to maximize your deductions Updated April 2025 Understanding the expenses you can and cannot write off for your small-to-mid-sized business is critical for optimizing...
3 MIN READ
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April 1, 2025
When it comes to increasing profitability, growing production is only half of the equation. Managing accounts receivable to increase collections, reducing overhead and setting reasonable...
< 1 MIN READ
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March 26, 2025
Interim Final Rule Eliminates BOI Reporting Requirements Updated March 26, 2025: Reporting requirements removed! On March 21, 2025, FinCEN issued an interim final rule that...
3 MIN READ
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March 25, 2025
There is no quick fix to boosting practice profitability. A variety of factors influence the profitability of your dental practice, including new patients, case acceptance,...
< 1 MIN READ
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March 18, 2025
The theme of this year is becoming more apparent: tariffs. With the back-and-forth uncertainty, some indexes are starting to stumble. The market cap of the...
< 1 MIN READ
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March 11, 2025
This year’s Annual Meeting in Las Vegas inspired attendees to be a leader that fosters a strong culture in the workplace and embraces the future...
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CWA
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March 10, 2025
Why selling to a DSO is about more than dollars Key Takeaways Transition planning starts with looking inward to determine what you truly want from...
4 MIN READ
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