David White - Investment Management Consultants

David White - Investment Management Consultants David has been Series 7 licensed since 1995 and has focused his practice on financial planning, reti

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
06/03/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Here are eight mistakes to avoid when.
06/01/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Saving for college doesn’t have to be as complicated as college itself.
05/29/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

There are many factors to consider before tapping retirement money to pay for college.
05/27/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

With great wealth comes even greater questions. Learn more in our article.
05/25/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
05/22/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
05/20/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
05/18/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Check out this informative video on bull and bear markets to better understand how the stock market works!
05/15/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
05/13/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

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84121

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