With this year’s volatile economy, you know you need to regain control of both your personal and business spending. Monitoring every single line item isn’t...

Liberation Day: Tariffs Update – Ep. 227
CWA
April 7, 2025
With President Trump’s announcement of sweeping tariffs worldwide, the stock market took a dive, leaving many concerned about where their investments and businesses stand as
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January 23, 2023
If you haven’t been approached personally by a DSO within the last few years, you know someone who has. Is now the time to give...
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CWA
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January 17, 2023
Private practice sales were down last year. Are volatile dynamics to blame, or is this just a normalization after the pandemic boom? Taking into account...
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CWA
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January 10, 2023
Making the most out of tax-advantaged savings environments is an essential component of your long-term savings strategy. With inflation on the rise, the guys outline...
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CWA
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December 30, 2022
Now that market returns have taken a turn, will you still be able to meet your savings goals? Before you react to the volatile economic...
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CWA
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December 20, 2022
In summary, 2022 was a whirlwind for dental practices nationwide. Stimulus dollars were a thing of the past, fees felt like they climbed the ladder...
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CWA
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December 13, 2022
The midterm elections taught us that we are still a country divided and could lead to gridlock for legislative action this session. The guys map...
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CWA
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December 6, 2022
This season offers some perspective amidst the mania of headlines surrounding the 2022 market and economy. Is all hope lost? Judson pulls out his calculator...
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CWA
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November 22, 2022
Many people associate tax time with early spring, but there are ample tax planning opportunities to consider before year-end. Weighing the tax implications of your...
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CWA
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November 15, 2022
Parents raise you, care for you and provide you with financial resources as you grow up. And as you age, the roles reverse, and then...
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CWA
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November 7, 2022
You have about 20 years to instill the value of financial literacy into your children. While it seems like a long time, many college graduates...
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