If you’re concerned about your fees being too high, or not high enough, you’re not alone. CWA Financial Planner Regan Stephenson shares answers to...

You know the story. On December 11, 2008, the investment world was rocked by the arrest of notorious broker and investment advisor Bernie Madoff.  In...

Certified Fraud Examiner Bryant Truitt, has seen it all. As founder and CEO of Brytan and Associates, a Texas-based firm specializing in internal healthcare practice...

NOW AVAILABLE FOR DOWNLOAD CWA ORTHODONTIC PRACTICE COMPARISON REPORT–2014 Edition • Informative compilation of practice management and performance data allowing you to evaluate how your...

  Know what your financial institution is doing to ensure you’re protected if your personal financial information is compromised. Last month, the Internal Revenue Service...

How Best New Patients’ Members-only Model is Reshaping Dental Practice Marketing and Carving Out New Savings to Boot. Buying Power: Words that consumers equate to...

The field of behavioral finance has grown in leaps in bounds over the past several years and the psychology of risk-taking has helped investors better...

CWA Video Series: CWA Managing Partner Dan Wicker on building lifelong connections with your customers. Part 3 of 3     Part 2    ...

Assess your risk tolerance and choose investment strategies that best suit your temperament. Haag Sherman, CEO of Tectonic Advisors, LLC, explains how to do it.

Yes, bean counters like to have fun too! Check out pics from the #TeamCWA annual Frisco Roughriders day at the ballpark.

Many of us have had a form of the question, If all your friends jump off that bridge are you going to do it too?...