In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the...
Get Financially Organized this New Year – Ep. 211
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
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November 6, 2023
In the current economic environment, where investors are drawn to lower portfolio risk and boosted returns, do they need to rethink their traditional strategy? In...
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CWA
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October 31, 2023
More and more investors are incorporating alternative investments into their portfolios. With the allure of diversification from traditional investments and the pursuit of higher returns,...
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CWA
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October 24, 2023
This year Americans have accumulated more wealth, reflected in soaring home values, growing investments, and lowering credit card balances. While it sounds like good news,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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