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June 24, 2019

The financial condition of the government’s cornerstone retirement programs – Social Security and Medicare – is unsteady and getting worse.

According to the latest Social Security and Medicare Boards of Trustees report, Medicare is headed toward insolvency by 2026 a...

June 17, 2019

I’ve been writing and talking about underfunded pensions for a decade. More recently, I’ve been saying underfunded pensions could be the next big crisis.

Well, it’s getting worse.

There’s been a failure at all levels to truly tackle this issue, and frankly, the peopl...

May 6, 2019

Last month the Federal Reserve pulled a 180.

It said rates would not change, signaling a dovish turn away from the promised “normalization” we were moving towards (a promise a decade in the making, by the way).

This month? It seems the monetary policy body has almost...

April 1, 2019

What’s the state of American retirement?

Well, several studies and news stories indicate most Americans don’t have enough saved for retirement and aren’t saving enough to catch up. So, they’ll rely on Social Security, which almost assuredly won’t be enough.

Other tha...

February 4, 2019

The financial world lost a giant when John Bogle passed away last month, succumbing to cancer at age 89.

Bogle, who also went by “Jack,” was the father of low-cost passive investing and founded Vanguard in 1974, then helped build it into a juggernaut that now holds...

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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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