Fixed-rate payments, AI CapEx spending and federal spending acts have secured a strong economy, leaving fiscal policy not powerful enough to push the transmission mechanism...

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
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October 21, 2024
Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...
6 MIN READ
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CWA
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October 15, 2024
The recent Social Security cost of living adjustment increase was one of the smallest adjustments in four years, whereas there was an increase of over...
< 1 MIN READ
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CWA
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October 8, 2024
The U.S. debt is now $36 trillion. Yep, that's right, you read that correctly. And by the time you've finished reading this, it's probably grown...
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CWA
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October 4, 2024
Politics don't need to have a place in your portfolio Key Takeaways Historical data proves it's impossible to time the market. A good financial strategy...
3 MIN READ
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CWA
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October 1, 2024
What do clarinets, ghostbusters and arsonists all have in common? Hunter and Judson are going through the craziest tax deductions in history to celebrate their...
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CWA
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September 24, 2024
Last year, average associate doctor income rose 11% while owner salaries only grew by 4%. Although income is rising for associates, a rising percentage is...
< 1 MIN READ
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CWA
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September 17, 2024
Financial literacy is not a skill guaranteed to be taught in schools or even acquired in adult life. When it comes time to pay for...
< 1 MIN READ
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September 16, 2024
Your parental rights have changed Key Takeaways As young adults gain more legal rights, their parents lose them. Be prepared with the legal documents parents...
3 MIN READ
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CWA
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September 10, 2024
Time in the market is better than timing the market, but what influence will upcoming events, like the election or a rate hike, have on...
< 1 MIN READ
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CWA
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September 4, 2024
Is your cash savings strategy optimized to fit your life? Key Takeaways When your emergency fund is set and you have extra cash available, tailor...
4 MIN READ
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