Learn how to best optimize your assets in this uncertain environment Key takeaways The underlying factors in today's financial environment are different than of 2007....

Threading of Community and Culture – Ep. 223
CWA
March 11, 2025
This year’s Annual Meeting in Las Vegas inspired attendees to be a leader that fosters a strong culture in the workplace and embraces the future
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CWA
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October 17, 2023
Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...
< 1 MIN READ

by
CWA
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October 9, 2023
Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...
< 1 MIN READ

by
CWA
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October 6, 2023
Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...
5 MIN READ

by
CWA
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October 4, 2023
You likely hear the Fed acting ‘hawkish,’ but what does that really mean? It seems pretty ambiguous. The guys break down the Fed’s behavior and...
< 1 MIN READ

by
CWA
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September 25, 2023
Today’s high interest rate environment is having a big impact on housing affordability in the U.S. Renting, buying, selling, or even upgrading a house with...
< 1 MIN READ

by
CWA
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September 19, 2023
It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things...
< 1 MIN READ

by
CWA
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September 17, 2023
Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...
4 MIN READ

by
CWA
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September 12, 2023
Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...
< 1 MIN READ

by
CWA
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September 5, 2023
In this episode we feature Hunter Satterfield’s recent guest appearance on NDP's Transition Talk, where he sits down with Partner Charles Loretto to discuss the...
< 1 MIN READ

by
CWA
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September 1, 2023
What to pay off first in today’s high interest rate environment Key takeaways In the current economic landscape, debt priorities remain the same; however, payment...
5 MIN READ
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