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!
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%....
Indicators Say We’re Headed for a Recession
April 14, 2025 The real economy isn't doing well. Investors cheered...
The Bar Is Higher to Keep Generating Outsized Returns
April 7, 2024 Hopefully you enjoyed the U.S. stock market returns of...
Is This a Bubble?
March 24, 2025 In this century’s first decade, investors had an...
The “Wealth Effect”
March 17, 2025 Many folks are experiencing a “wealth effect” where...
The Trade Wars Return
March 10, 2025 President Donald Trump announced the U.S. would add...
The S&P 500 Is Not Diversified
March 3, 2025 Surely, you’ve heard about “not putting all your eggs...








