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March 15, 2012

I can’t help but notice that there is a general perception out there that annuities are less desirable. Whether because they are regarded as less secure, or because the media coverage of annuities has taken on a definite negative tint, “annuity” has become almost a...

March 13, 2012

Part of the fallout from the last few years of a recessionary economy is that the economic hardships we encounter do not just impact our bottom lines today, they can have a profound effect on our long-term wealth management and financial security. Many companies, f...

March 9, 2012

Is there such a thing as getting too rich too soon? At a time when the economy continues to make a shaky and uncertain recovery from a sustained recession, “sudden wealth” might seem like a pretty unlikely–and not entirely unwelcome– problem to have. The reality is...

March 9, 2012

Since 2007 when the economic crisis really took hold, the news has been fairly grim for those of use looking to maximize our savings. In 2007, short-term interest rates were at 4.5% on CDs, and today that rate has dropped below 1%. So for CD owners, a group that is...

November 14, 2011

One of the frustrating ironies of a recessionary cycle is the way in which very natural and very human–and in some cases very necessary–responses to lean economic times can have an adverse impact. Actions that would be questionable investment decisions even in a bo...

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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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