Cain Watters & Associates

06/01/2026

Why am I underperforming against the S&P? Don’t panic yet. True diversification requires layering in different asset classes to mitigate risk and withstand market volatility.

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Why am I underperforming against the S&P? Don’t panic yet. True diversification requires layering in different asset classes to mitigate risk and withstand m...

05/29/2026

The 3to1 Foundation Personal Financial Planning Seminar is underway! High school students and young adults are gathered to learn about the fundamentals of money management and basic investment strategies. Led by CWA Partner Hunter Satterfield, the event will equip attendees with the insights they need for their financial future.

Learn more about attending the next seminar, https://bit.ly/3FqLlvx.

05/29/2026

Our Women in Financial Planning Group kicked off the season exercising their creativity at AR Workshop Frisco!

The group rolled up their sleeves for a fun, hands-on DIY workshop, creating personalized decor pieces. It was a great opportunity to connect beyond the conference room, recharge and build camaraderie among the team.

05/28/2026

From a record 677 IPOs in 1996 to the starkly reduced numbers of today, what has changed in the IPO landscape? In episode 289 of the Accumulating Wealth podcast, the guys dive into why firms are ditching private rounds for public markets and what investors should pay attention to. Tune in to understand the IPO buzz, https://bit.ly/43vEKbx.

05/27/2026

How does your practice compare to your pediatric peers? The new Pediatric Report makes it easy to see where one smart move could change the whole game. Download it now, https://bit.ly/48YI2Hs .

05/26/2026

When it comes to an accurate practice valuation, profitability is just the starting point. But what is it that NDP Managing Partner Christy Ratcliff says goes well beyond the obvious? Find out in our blog, https://bit.ly/4eyS4Tk.

05/21/2026

Do you still feel like you are living paycheck to paycheck, even though you have a high income? In episode 288 of the Accumulating Wealth podcast, the guys dive into lifestyle creep and its impact on long-term wealth accumulation. Plus, they provide actionable strategies to help you create financial margins without compromising your lifestyle. Tune in, https://bit.ly/496YaGZ.

05/20/2026

Balancing a busy career while staying on top of your personal and business finances can be overwhelming. The right advisor can help lighten the load so you can focus on what matters most.

Explore our service offerings and discover how CWA can support both your business and personal finances, https://bit.ly/4dI4FD6.

05/19/2026

The top pediatric dental practices don’t just track their numbers. They connect them with competitive context. Get a clearer picture of how your practice is performing in the latest Pediatric Comparison Report, https://bit.ly/48YI2Hs.

05/15/2026

This week, CWA had the privilege of presenting at the Women’s Finance Exchange Dallas Chapter luncheon.

Brittany Frazier and Caitlin Bryan shared practical guidance on building wealth, protecting what you’ve earned, and making intentional decisions around family and legacy planning. It was an honor to connect with so many accomplished professionals.

We’re grateful for opportunities like this to serve the women shaping our industry and our community. Interested in having CWA come speak at your event? Contact us at https://bit.ly/3Bdo34M.