David White - Investment Management Consultants

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

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
11/02/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
10/30/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

How literate are you when it comes to your finances? Brush up with these five basics.
10/26/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
10/23/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
10/21/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
10/19/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Every year since 1947, the U.S. President pens an economics textbook.
10/16/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Worried that inflation may rise in the years ahead? You’re not alone.
10/14/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Business owners should consider a succession plan sooner rather than later.
10/12/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

A home is the single largest financial commitment for most people. What mortgage fits you best?
10/09/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Address

6465 S 3000 E, Ste 200
Salt Lake City, UT
84121

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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