by Steven J. Anderson, Total Patient Service My oldest daughter and her new husband just purchased their first washer and dryer. As expected, they...

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
Loading...

by
CWA
•
July 6, 2015
If you’re concerned about your fees being too high, or not high enough, you’re not alone. CWA Financial Planner Regan Stephenson shares answers to...
< 1 MIN READ

by
CWA
•
July 6, 2015
You know the story. On December 11, 2008, the investment world was rocked by the arrest of notorious broker and investment advisor Bernie Madoff. In...
3 MIN READ

by
CWA
•
July 6, 2015
Certified Fraud Examiner Bryant Truitt, has seen it all. As founder and CEO of Brytan and Associates, a Texas-based firm specializing in internal healthcare practice...
3 MIN READ

by
CWA
•
July 6, 2015
NOW AVAILABLE FOR DOWNLOAD CWA ORTHODONTIC PRACTICE COMPARISON REPORT–2014 Edition • Informative compilation of practice management and performance data allowing you to evaluate how your...
< 1 MIN READ

by
CWA
•
June 8, 2015
Know what your financial institution is doing to ensure you’re protected if your personal financial information is compromised. Last month, the Internal Revenue Service...
3 MIN READ

by
CWA
•
June 8, 2015
How Best New Patients’ Members-only Model is Reshaping Dental Practice Marketing and Carving Out New Savings to Boot. Buying Power: Words that consumers equate to...
4 MIN READ

by
CWA
•
June 8, 2015
The field of behavioral finance has grown in leaps in bounds over the past several years and the psychology of risk-taking has helped investors better...
2 MIN READ

by
CWA
•
June 8, 2015
CWA Video Series: CWA Managing Partner Dan Wicker on building lifelong connections with your customers. Part 3 of 3 Part 2 ...
< 1 MIN READ

by
CWA
•
June 8, 2015
Assess your risk tolerance and choose investment strategies that best suit your temperament. Haag Sherman, CEO of Tectonic Advisors, LLC, explains how to do it.
< 1 MIN READ

by
CWA
•
June 8, 2015
Yes, bean counters like to have fun too! Check out pics from the #TeamCWA annual Frisco Roughriders day at the ballpark.
< 1 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (207)
- Annual Meeting (14)
- Digital News Feature (158)
- Financial Planning (136)
- Inside CWA (28)
- Investing (51)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (94)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (97)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

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