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CWA DIGITAL NEWS

RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259
Choosing the Most Tax-Efficient Business Structure for Your Practice
Investment Updates

RIP Penny, Hello IRS Limits – Ep. 260

CWA November 18, 2025

The IRS has released new contribution limits, increasing the caps on 401(k)s, IRAs and more, creating opportunities to save more in the coming year. The

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

by CWA
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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
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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

Who’s In Your Circle?

by CWA
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May 6, 2015
Many of us have had a form of the question, If all your friends jump off that bridge are you going to do it too?...
3 MIN READ

Changing Lives Through the Gift of Education

by CWA
/
May 6, 2015
  In 1997 almost 12 years after founding Cain, Watters and Associates, Darrell Cain had another vision. He believed financial freedom could be obtained by...
3 MIN READ

VIDEO: Building Lifelong Connections with Your Customers: Part 2 -Transformational...

by CWA
/
May 6, 2015
  Cain Watters Managing Partner Dan Wicker discusses Transformational Leadership. Part 2 of a 3-part series beginning April 2015 on Building Lifelong Connections with your...
< 1 MIN READ

VIDEO: 3:1 CWA Principles for Wealth Accumulation

by CWA
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May 6, 2015
CWA Financial Planner Hunter Satterfield shares 1:1, 2:1 and 3:1 -- CWA principles for achieving financial freedom.
< 1 MIN READ

CWA Client Charts New Territory in Outpatient Surgery

by CWA
/
May 6, 2015
Periodontal Medicine & Surgical Specialists is a state-of-the-art surgical facility in Oakbrook Terrace, Illinois owned and operated by CWA client George A. Mandelaris, DDS, MS....
< 1 MIN READ

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TOP POSTS

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice

November 5, 2025

Investment Updates

November 5, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice

November 5, 2025

Investment Updates

November 5, 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
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
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  • Careers
  • References
  • Privacy
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco