Accumulating Wealth

Your investment portfolio is likely comprised of stocks and bonds, but what role could alternative investments play in your plan? In this week's episode, the guys define alternative investments and why they have gained more popularity in recent years. Before you get pulled into too good-to-be-true opportunities, the guys help walk through basic due diligence for you.

If you register for the CWA Annual Meeting during the month of October using promo code WEALTH, you'll receive $100 off the registration price. This offer is only valid during the month of October. Register today at https://bit.ly/3ZUfIjD.

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American's median net worth jumped 37% over the last few years, but does this mean they can keep up with rising home values and mortgage rates not seen since the early 2000s? In this week's episode, the guys cover the who, what, and why of the increase in our net worth and offer real advice for those who might be waiting for interest rates and home prices to come back down to earth.

If you register for the CWA Annual Meeting during the month of October using promo code WEALTH, you'll receive $100 off the registration price. This offer is only valid during the month of October. Register today at https://bit.ly/3ZUfIjD.

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Mortgage Rates Touch 8% for the First Time Since 2000

Americans' Net Worth Surged by Most in Decades During Pandemic

Social Security Wage Base, COLA Set for 2024

Projected Tax Gap Jumps to $688 Billion for Tax Year 2021

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1099-A, 1099-B, 1099-C. It seems there is a 1099 Form for every letter of the alphabet, and it's time to take the hassle out of it all. Being a business owner means you likely have questions on the various 1099s needed not only for your business and staff but also for your vendors. The guys sort the forms you likely need to keep your business on track.

If you register for the CWA Annual Meeting during the month of October using promo code WEALTH, you'll receive $100 off the registration price. This offer is only valid during the month of October. Register today at https://bit.ly/3ZUfIjD.

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CWA Investment Update

$10,000 Bill

Year-End Tax Planning Considerations for 2023

Brookings a New Contract with the Middle Class

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Unlike poker, you don't have to be all in or nothing when deciding if converting a traditional IRA to a Roth IRA is in the cards for you. The most important thing to do is weigh the tax implications, and the guys are ready to lay it all on the table. And while on the topic of Roth, the new 529 Plan distribution rule allows unused 529 Plans to be transferred to a beneficiary's retirement account without taxes or penalties. But what are the caveats? Find out in this week's episode.

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Saving for College with a UGMA Account Versus a 529 Plan

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The Fed is always deemed 'hawkish,' but when was the last time you heard the Fed acting 'dovish?' The recent Fed meeting kept rates as-is, but they continue to walk a narrow path of doing too much or too little, leaving the economy and its players anxiously awaiting the next move. The guys elaborate on what this means for accounts payable and spending. They also discuss shopping for homeowner insurance and the average total assets by household.

If you register for the CWA Annual Meeting during the month of October using promo code WEALTH, you'll receive $100 off the registration price. This offer is only valid during the month of October. Register today at cainwatters.com/annual-meeting.

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IRS Shuts Door on New Pandemic Tax Credit Claims Until at Least 2024

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Today's interest rate environment looks to be here to stay. With home affordability emerging as a significant issue for many Americans, many consumers are putting their plans of buying, selling, or upgrading a house on the back burner. The guys are here to quantify this impact and give you real-world scenarios to help you decide what's best for your situation.

If you register for the CWA Annual Meeting during the month of October using promo code WEALTH, you'll receive $100 off registration price. This offer is only valid during the month of October.

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Why Are Mortgage Rates So High?

Bloomberg 2024 Projected U.S. Tax Rates

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If you extended your tax return, this means the October 16 deadline is approaching, and the questions from clients are flooding in. And while a tax extension allows for extra time to gather and file paperwork, it's not an extension of time to pay.

You might also be wondering what you can and cannot deduct, the chances of an audit, updated tax laws, and more. Here's your chance to listen to the guys answer the most common tax questions they get right around this time of year.

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IRS Pauses New ERC Claims

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Some say history repeats, but is that what the Fed is doing? In this episode, we walk down memory lane into the 70s when the Fed eased up on interest rates too quickly, how that wreaked havoc on the economy, and what the lessons learned were. And while NVIDIA has made headlines, special guest Brad Sanders joins Hunter to review why technology stocks soared this year, which is not what we've seen historically in volatile markets.

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This week, things sound a little different! Host Hunter Satterfield was recently featured on NDP's Transition Talk, where he discussed data trends and offered solutions to dental owner's top concerns. He gets into the nitty gritty of acknowledging dentists' issues, yet how to look at inflation as an opportunity for your top line.

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How Does Your Practice Compare? Report

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Dentists in Memphis, this one's for you! Not really. In this episode, the guys compare how wealth stacks up depending on your state and where you might want to move to get the most bang for your buck long-term. And speaking of long-term, they discuss the average rate of return for a Vanguard 401(k) balance compared to the S&P 500 over the years.

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Bloomberg Are You Rich?

Vanguard Institutional How America Saves Report 2023

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