It's hard to believe, but America was founded to avoid high taxation. Fast forward, and the U.S. tax code has evolved into 2,651 pages and...

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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December 6, 2023
Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios...
< 1 MIN READ

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CWA
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December 5, 2023
Learn why gifting stocks can be the gift that keeps on giving Key takeaways The gift of time can make a stock transfer even more...
4 MIN READ

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CWA
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November 28, 2023
To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to...
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CWA
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November 20, 2023
When we think of how banks really work and their responsibilities to society and government, it’s important first to understand the evolution of the banking system. The...
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CWA
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November 17, 2023
Tax Deductions for the Business Use of Your Vehicle If there is a list of top questions CWA advisors get, how to deduct a vehicle...
4 MIN READ

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CWA
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November 14, 2023
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...
< 1 MIN READ

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CWA
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November 7, 2023
Learn the why, when and how behind the short-term rental tax loophole Key takeaways Investing in a short-term rental (STR)—property rented out less than seven...
4 MIN READ

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CWA
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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...
< 1 MIN READ

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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,...
< 1 MIN READ

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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,...
< 1 MIN READ
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Threading of Community and Culture – Ep. 223
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