Financial 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!
IRA Trivia: Missed RMD or Excess Contribution?
Here is an all-too-common situation that seems counterintuitive: A...
Don’t Expect a V-Shaped Bottom
May 19, 2025 Serious damage has been done to markets. The S&P...
Fixing a Missed RMD in 5 Easy Steps
What is a missed RMD (required minimum distribution)? RMDs must be...
Using IRAs to Help Children in 5 Easy Steps
Can children have IRAs? There is no minimum age for having an IRA....
The Federal Reserve’s Tools Might Be Ineffective
May 12, 2025 The economy in the 2020s has not been boring. We’ve had...
Stocks Were Bound to Correct
May 5, 2025 A lot has happened in the markets in 2025. But the truth...
Three Differences Between Life Insurance and Roth IRAs
April 28, 2025 Life insurance and Roth IRAs have a basic structure...
No Easy, Painless Way to Cure Inflation
April 28, 2025 In 1979, Federal Reserve Chair Paul Volcker inherited...
Wall Street Is Bad at Predictions
April 21, 2025 In 2022, Wall Street predicted stocks would rise 5%....