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P (610) 358-8942

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Delaware Office

P (302) 449-0111

F (302) 449-1888

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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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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 2019, which ended in September. That’s $205 billion larger than 2018 and represents a 26 percent increase!

Nobody is really watchin...

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. It’s just one fund, but there are many like it nationwide.

Bear markets from the early 2000s and 2008-09 hit pension funds hard. They be...

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 problem if you need to fund a long retirement because stocks won’t continue their incredible performance of recent times. And if you lo...

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) before. Today, negative rates are permeating global bond markets.  If our own Federal Reserve employs a NIRP in the U.S....

November 11, 2019

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

  • A federal childcare program

  • Larger tax credits for the poor and middle-class

  • Climate change act...

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