retirement planning services since 1987
Blog
Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts from Dan White himself!
The End of the Credit Lifeline?
January 13, 2020 We passed the first phase of a China trade deal, the Federal Reserve is cutting rates, there are no ominous signs of
Junk in the Trunk: Bad Auto Loans Could Derail Economy
Let’s talk about risk. Going back to the 2009 subprime mortgage crisis, it was clear a lot of bad mortgages were packaged as investments and
Junk in the Trunk: Bad Auto Loans Could Derail Economy
January 6, 2020 Let’s talk about risk. Going back to the 2009 subprime mortgage crisis, it was clear a lot of bad mortgages were packaged
The Inherent Problems with a U.S. Wealth Tax
December 23, 2019 Democrats like Elizabeth Warren and Bernie Sanders are proposing an annual tax on wealth (all assets, not just income) aimed at the richest Americans.
The Inherent Problems with a U.S. Wealth Tax
Democrats like Elizabeth Warren and Bernie Sanders are proposing an annual tax on wealth (all assets, not just income) aimed at the richest Americans. Under this plan,
Big Generational Divide on Economics, Politics
December 16, 2019 Who will the millennials vote for? The answer might scare you. We’ll start with this – millennials, those between the age of
Our Spending Will Be Our Ending
December 9, 2019 I’m going to bring up the deficit because nobody else does. In October, Treasury announced a $984 billion budget deficit in fiscal year
Pension Bubble Starting to Pop
December 2, 2019 Pensioners could be in trouble. I recently read about a pension fund in crisis, much of which was brought on by risky investments.
Temper Your High Return Hopes
November 25, 2019 The next decade doesn’t look good for those counting on stock returns. Breaking even may be considered a victory. That’s a serious
When the Model Breaks Down
November 18, 2019 The next bizarre chapter in our unfolding economic saga could be negative interest rates. I’ve warned of negative interest rates policies (NIRPs)
It’s Why Apple’s in Ireland
Most Democrats are pushing controversial proposals to tax the rich. They claim the money would help pay for many things, including: Health care for all
It’s Why Apple’s in Ireland
Most Democrats are pushing controversial proposals to tax the rich. They claim the money would help pay for many things, including: Health care for all
