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!
Tensions in the Sand Pile
Monday, June 9 At the bottom of an hourglass, the pile of sand grows...
RMD Avoidance: Red Flags and Dead Ends
I appreciate it when reputable financial advisors fight for their...
A Warning Sign from Consumers
May 26, 2025 People have their favorite ways to evaluate economics....
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...