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

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
09/07/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
09/04/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

David has been Series 7 licensed since 1995 and has focused his practice on financial planning, retirement planning, and portfolio construction for individuals as well as employer sponsored retirement plans. 

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
09/02/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

This message provides a look at how variable rates of return impact investors over time.
08/31/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

For a small business, the loss of a key person could cause financial hardship.
08/28/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
08/26/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
08/24/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Does it make more sense to push back retirement, or not to retire at all?
08/21/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
08/19/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

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Salt Lake City, UT
84121

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