On an almost daily basis I see the continuation of what I believe to be a bad trend – people using target-date mutual funds to “set it and forget it.” Target-date funds are based on when an investor plans to retire. If you wanted to retire in 2030, you’d invest in the target-date 2030 fund. The fund …
Last month, the trustee reports came out for Medicare and Social Security. They get just a blip in the media, if any coverage at all. But if you’ve been reading my blog, you know I bring these up annually. And in 2018, the message is the same as in years past – the current path leads to insolvency …
Reform Medicare and Social Security, Before it’s Too Late Read More »
Health care costs are outpacing inflation, according to a recent report. While not exactly breaking news – this has been happening for a long time – it is concerning for every American. Why? Well, the average American family of four (two parents and two children) is seeing costs rise slower than in past years. That’s great …
Health Cost Warnings Unanswered by Nation’s Leaders Read More »
Andrew Wood, Dan Simon, and Alison Slezark are investment advisory representatives of and provides advisory services through CoreCap Advisors, LLC. Dan White & Associates, LLC and CoreCap Advisors, LLC are separate and unaffiliated entities. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Dan White & Associates.
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