Bluewater Dental Advisors

07/21/2026

He had the retirement number in his head. His business didn't have it in the bank.

58 y.o. Dental Practice owner, came to us confident he could retire in 5 years.

The "gap" nobody told him about:

His retirement plan required far more investable assets than his practice was likely to generate after taxes, debt payoff, and transaction costs.

The problem was that he had never connected his retirement goal to the actual value of his practice.

The good news? He discovered the gap early.

After determining how much his practice was worth, we found areas where he could grow that value and still had time to implement a tax strategy.

The biggest risk isn't having a gap.

It's finding out about it too late.

06/22/2026

🚨 Webinar Reminder 🚨

Tomorrow at 12 PM, we’re breaking down the 5 biggest financial mistakes dental practice owners make before selling.

Don’t risk leaving money on the table.

👉 Register now:

Dental Practice owners will learn how to maximize dental practice value, reduce taxes, and avoid costly mistakes before selling.

06/16/2026

Thinking about selling your dental practice in the next 5–10 years?

Then this webinar is for you.

📅 June 23 at 12 PM
We’ll cover everything you need to know to avoid costly mistakes and plan a smarter exit.

👉 Save your seat:

Dental Practice owners will learn how to maximize dental practice value, reduce taxes, and avoid costly mistakes before selling.

06/09/2026

Most dentists don’t lose money when they sell their practice…

They lose it years before the sale even happens.

Join our June 23 webinar to learn:

✅ The biggest pre-sale financial mistakes
✅ How to maximize your practice value
✅ How to reduce taxes

👉 Register here:

Dental Practice owners will learn how to maximize dental practice value, reduce taxes, and avoid costly mistakes before selling.

02/12/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

01/12/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

09/09/2025

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job growth and cooling inflation put the Fed’s next move in the spotlight as investors look ahead to the September meeting. And with football season kicking off, fans and advertisers are spending big to be part of the action.

The Standard & Poor’s 500 Index advanced 1.91 percent, while the Nasdaq Composite rose 1.58 percent. The Dow Jones Industrial Average led, picking up 3.20 percent.1

08/07/2025

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs.

07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.

06/10/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports.