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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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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...

May 20, 2019

Now that tax season has passed, it’s a good time to look at the performance of President Trump’s tax reforms.

Prior to him taking office, the corporate tax structure in the U.S. had plenty of firms shifting profits overseas and parking them there as long as possible...

June 25, 2018

Americans are leaving high-tax states in droves.

Over the past decade, 5 million Americans have relocated from high-tax states to low- or no-tax states.

And it’s not weather or jobs – it’s taxes.

None of the ten highest tax states voted Republican, while only three of...

March 12, 2018

The mainstream media narrative around our economy goes something like this…growth is taking off after all the stimulus, full employment, rising wages, consumer purchasing, tax cuts, deregulation, and overall business prosperity.

Sidebars include how limited resource...

March 5, 2018

Last month, volatility returned to the market. It had been a while – 13 straight months of positive returns will do that.

Some think it’s a sign of future doom and gloom. Others think it’s a minor course correction on an otherwise solid path.

I see reasons for both p...

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PA OFFICE: (610) 358-8942
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