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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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The Dentist’s Guide to Setting Fees the Right Way

by CWA
•
July 6, 2015
by Steven J. Anderson, Total Patient Service   My oldest daughter and her new husband just purchased their first washer and dryer.  As expected, they...
3 MIN READ

Answers to Your Top Questions About Fee Setting

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

The Madoff Mistake

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

How to Recognize a Weasel

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

How Does Your Ortho Practice Compare?

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

First Responders: The Quick Actions of Your Financial Institution in...

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

Membership Has Its Privileges

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

THE RATIONAL PORTFOLIO: Behavioral Finance and the Psychology of Risk-taking

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

VIDEO: What’s Your Story?

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

VIDEO: Investing For Your Temperament

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

Inside CWA

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

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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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  • 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
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    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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