With headlines changing every week, it can be hard to keep up with the latest on DeepSeek’s dramatic impact on the tech sector of the...

Investment Updates
CWA
January 8, 2026
December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month’s Market Update video to see the
Loading...
by
CWA
/
January 28, 2025
This year has already introduced the potential for new trends in the broader market, with possible inflationary policies, continuing infrastructure spending and further development of...
< 1 MIN READ
by
CWA
/
January 21, 2025
What’s in store for 2025? The guys are back with their annual prediction episode and are going on record with what they think 2025 may...
< 1 MIN READ
by
CWA
/
January 17, 2025
Funding limits continue to reflect rising inflation Key Takeaways Every year, the IRS adjusts retirement plan contribution limits for inflation. Increases in contribution limits allow...
3 MIN READ
by
CWA
/
January 14, 2025
In 2024, the Mag 7 performed exceptionally, there were 100 basis points worth of Fed cuts and the housing market saw improvements in parts of...
< 1 MIN READ
by
CWA
/
January 8, 2025
Set your practice up for growth this year and beyond Key Takeaways In 2025, increase new patient acquisition through marketing. Lower down payments and offer...
4 MIN READ
by
CWA
/
January 7, 2025
Estate plans are a crucial part of a financial plan but are often overlooked or procrastinated. With ever-changing estate tax exemptions and guidelines, it’s important...
< 1 MIN READ
by
CWA
/
December 31, 2024
As we ring in the new year and start setting new goals, one area of resolutions that some people may overlook is their financials. Just...
< 1 MIN READ
by
CWA
/
December 24, 2024
There’s nothing Santa can’t make in his workshop, right? Holiday wish lists look a little different this year for Hunter and Judson, who map out...
< 1 MIN READ
by
CWA
/
December 17, 2024
Staggered delivery of tax-related documents and new payment schedules can make organizing your financials hard to keep up with. Instead, preparing to be proactive in...
< 1 MIN READ
by
CWA
/
December 16, 2024
In All Things, Gratitude As we reflect back on 2024, it’s important to remember that every step and every stumble made this year shaped who...
< 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 (219)
- Annual Meeting (14)
- Digital News Feature (161)
- Financial Planning (137)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (95)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (98)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

Investment Updates
January 8, 2026

Four Shifts Reshaping Dental Practices in 2026
January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267
January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266
December 30, 2025

Investment Updates
January 8, 2026

Four Shifts Reshaping Dental Practices in 2026
January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267
January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266
December 30, 2025