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September 23, 2014

More and more of my clients are coming to me before retirement to come up with a liquidation strategy. They don’t want to take anything out of their tax-free or tax-deferred account – and that is a HUGE mistake! They aren’t using what the government is giving them....

July 15, 2014

In my last post, I discussed the dangers of letting a low-interest environment prompt you to risk your savings in a volatile and likely overpriced stock market. Fortunately, there are options available beyond simply sticking your money in the bank for a miserably s...

March 17, 2014

The Shiller P/E ratio is a tool that you hear a lot of market watchers and analysts talk about and rely on, but for the average investors, it can be tough to figure out exactly what it is and what a high or a low Shiller P/E ratio means for them.

The Shiller P/E r...

December 17, 2013

I recently read a fascinating report entitled: “The secret that mutual fund companies don’t want you to know” that outlined some of the issues surrounding a statistic known as “drawdown”. Essentially, drawdown is a number that measures the percentage drop from a fu...

October 15, 2013

In my previous post, I talked about the first four habits of highly effective retirees: maxing out savings plans, boosting contributions, estimating retirement income and periodically reviewing your savings and investment strategy. Here are the final three traits a...

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Pennsylvania Office

P (610) 358-8942

F (610) 358-8943

Delaware Office

P (302) 449-0111

F (302) 449-1888


51 Woodland Drive
Glen Mills, PA  19342

291A Carter Drive
Middletown, DE 19709



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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC., a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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PA OFFICE: (610) 358-8942
DE OFFICE: (302) 449-0111