Our credentialed and skilled Financial Professionals strive to build relationships with each client in order to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financial problem solving.
David White & Associates is a member of the Expert Network©
Developing strategies to help you reach your goals and dreams.
Creating a guide to help you navigate the investment markets and grow your portfolio.
Helping to protect your assets against losses and uncertainties.
Creating a plan to help you enjoy financial security during your retirement years.
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the fall.
Is it possible for someone to end up with more money by receiving a smaller rate of return compared to someone earning a higher rate of return? We will get to this in a moment. Let’s first discuss the rate of return and why it is often the only metric people care about.
The only metric that matters is the progress towards your goals. An investment/ financial/retirement plan should provide you with a guide to get you through good as well as bad times.
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