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CWA DIGITAL NEWS

Investment Updates
2026 Risks & Rewards – Ep. 263
Give Yourself a Raise
The Hows & Whys of 529s – Ep. 262

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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Recession Investment Strategies – Ep. 230

by CWA
/
April 22, 2025
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...
< 1 MIN READ

Market Whiplash and CPI – Ep. 229

by CWA
/
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

Shifting Into High Gear: Ortho Trends – Ep. 228

by CWA
/
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

Liberation Day: Tariffs Update – Ep. 227

by CWA
/
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

Meals & Entertainment Tax Deductions for 2025

by CWA
/
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

Breaking Down Your Profitability (Part Two) – Ep. 226

by CWA
/
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

FinCen BOI Reporting Updates

by CWA
/
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

Breaking Down Your Profitability (Part One) – Ep. 225

by CWA
/
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

And the Theme for This Year Is… – Ep. 224

by CWA
/
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

Threading of Community and Culture – Ep. 223

by CWA
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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...
< 1 MIN READ

How to Know If Selling to a DSO Is Right...

by CWA
/
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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TOP POSTS

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025
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  • About
    • History
    • Powering Potential
    • 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
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    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
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