Latest Posts

Tax Diversification

by Jared White on Feb 25, 2019

For Maximum Retirement Income You Need Tax Diversification

One of the most important tenets of investing for retirement is to diversify broadly for the best possible long-term returns in your portfolio. However, for the best possible outcome in generating maximum retirement income, special attention needs to be given to achieving optimal tax diversification.

Is it Time for REITs Again?

by Jared White on Feb 23, 2019

With many people still stinging from a housing market that, in many parts of the country, is still struggling to recover, any suggestion of adding real estate to an investment portfolio may fall on deaf ears. Unquestionably, the bloom has come off the rose in the real estate market; at least when compared with it’s heydays of the last couple of decades.

New Home Financing Checklist

by Jared White on Feb 22, 2019

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy. You’ll also want to make sure that your credit score is where it should be, since the higher your score, the lower your interest rate will be.

How Confirmation Bias Could be Hurting your Investment Performance

by Jared White on Feb 21, 2019

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to concede the “good points” the other side make, or do you dismiss the whole argument?

Financial Planning for Your Aging Parents

by Jared White on Feb 20, 2019

If you come from a typical family, finances were rarely discussed in detail even as you matured into adulthood, which was fine as long as your parents were fully capable of running their own lives.  But, as your parents age, and with today’s life expectancies that could span another 20 to 30 years at age 60, there is a strong likelihood that they might lose their cognitive function o

Financial Planning for Your Aging Parents

by Jared White on Feb 20, 2019

If you come from a typical family, finances were rarely discussed in detail even as you matured into adulthood, which was fine as long as your parents were fully capable of running their own lives.  But, as your parents age, and with today’s life expectancies that could span another 20 to 30 years at age 60, there is a strong likelihood that they might lose their cognitive function o