Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...

What’s causing it and how to weather this challenging market Key takeaways With a housing market that never fully recovered from the 2008 recession, homebuyers...

Ask these three questions to ensure they are set up Estate planning is an essential element of one’s financial plan. We’ve covered it in our...

Will your current risk profile get you to your goals? Key Takeaways  The bear market hung around for 248 days, costing investors an estimated $3...

Surprise! You owe money to the IRS People hate surprises. Especially when it involves owing money. In his 20 plus years as CWA’s Partner and...

Find out if your net profit is in line with the industry averages The last three years have been a roller coaster for dental practice...

UPDATE: IRS PAUSES NEW ERC CLAIMS  On Sept. 14, 2023, the IRS announced that new claims for the Employee Retention Tax Credit, or ERC, won’t...

Why accepting higher staffing costs is key to keeping profits intact If your dental practice hasn’t experienced major staffing challenges over the last year or...

After a year of market volatility, keeping track of your capital losses can be your gain Last year, we saw the stock market experience significant...

Volatile markets, stubborn inflation and a decidedly uncertain economic outlook are forcing investors to reevaluate how to optimize both their long- and short-term savings strategies....

The guys are taking the 10th edition of the Orthodontic Practice Comparison Report and pulling all the data you need to know to help you...