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June 1, 2020

Thanks to COVID-19, there is a huge disconnect between Wall Street and Main Street…again.

Despite what’s happening all over the country in terms of unemployment and a general lull in economic activity, the S&P 500 isn’t far off from its all-time high.

That’s despite...

March 16, 2020

In some tremendous news, last year the average 401(k) balance rose to $112,300, an increase of 17 percent from the prior year. Similarly, the average individual retirement account (IRA) balance rose 17 percent to $115,400. Both are new records.

Surging markets world...

March 9, 2020

I try to look at the bright side of things. But in this business, I’m often surrounded with negativity when it comes to markets and investing.

In 2009, you would’ve thought we’d never escape the financial crisis.

In 2011, everyone figured European debt would fry the...

February 17, 2020

Tucked into the back end of the spending bill is the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). It took effect this year and is the most sweeping retirement legislation in more than three decades. Here are some highlights.


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...

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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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