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...

For ten consecutive rate increases, the Fed has decided to hold steady the current 5%-5.25% range. You may be wondering if this is the new...

The guys are discussing all the latest investment headlines and questions they’re getting from clients. First, they’re starting off with the housing market news; we’re...

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...

It’s no secret to investors that the last few years have been grueling coming off a bear market. However, investors have seen the S&P 500...

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...

It’s not every day you get a sneak peek into other dental practice’s overhead, collections, production, staff salaries and more. Well, here’s your chance! Broken...

American household debt surpassed $17 trillion for the first time, and credit card delinquency rose to a new high of 4.5%.  Dental practices will start...

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...

Everyday dentists' attention is split between their business and investment portfolio. And knowing where your action items remain for your personal and business financials can...

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...