Wes White
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All statements and opinions expressed are based upon information considered reliable. Although, it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherw
Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the market depending on the outcome? Should “Smar
More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay off down the road.
With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kristen and Wes discuss the importance of chem
One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ultra-wealthy have ways… legal ways – of reduci
This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But more importantly, how it could directly impact
Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rates, but they’re now also pushing what would
It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessar
America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees face today.
Asset allocation: The combination of diversified investments in your portfolio. Seems simple enough, right? Not necessarily. Wes breaks down why asset allocation is one of the most important decisions long-term investors can make… and what you
As amateur golfers, we often watch tournaments and pick up a few tips from the pros to try to improve our swing and go the distance on the fairway. Wes and Austin share experiences from their own game, and spotlight 4 lessons from the golf cour
When working towards financial freedom, sometimes you’re seeking a little independence from your current retirement accounts. It’s common for investors to wonder “should I rollover my 401(k)?” Since there are various factors to consider… Wes ad
For the first time since 2009, in February we officially entered a recession… and economists say that in May we wrapped up the shortest recession in U.S. history. Wes points out how chapter 11 filings and bankruptcy protection for major compani
Planning for mortality isn’t enjoyable. However, planning in advance for this transition of life can make the future much easier for your loved ones. Wes explains how settling your estate can cost your family additional heartache and years of t
At about the same time major sporting events were canceled and casinos closed due to the pandemic, stock trading began to increase amongst retail investors. Investors and gamblers do have the same goal: They want more money in their pockets! De
Whether you’re long-distance or socially distanced, Wes & Kristen share ideas of how to celebrate mom this Mother's Day weekend! They also share stories of the lessons their mothers instilled, and how those values have come full circle. This ep
If during these tough times you’ve been offered an early retirement buyout, you’re faced with some hard choices. Yes… Your retirement could be very different than you expected, but not necessarily! Before you rush into a decision that could imp
We’ve often heard that when dealing with sudden and dramatic change, we need to be calm yet responsive… while being realistic yet optimistic. In this episode, Wes discusses how that’s never been truer as we deal with the ever-changing lifestyle
Have you given true thought to what you want to spend your time doing when you stop working? Wes discovered a silver lining to all of us staying home during this crisis. This is a preview of what your life could be like when you retire, so use
After they share how they’re making the best of social distancing (and Kristen tells Wes his baby’s head is BIG)… Wes explains the GOOD NEWS of how the stimulus package impacts you. Plus, ideas of how to use the money if you don’t need it right
Most of us are dealing with some sort of quarantine right now, and cabin fever is beginning to set in… Wes and his family included! That’s why we’re sharing ideas of how you can feel less constrained at home and focus on the small joys we’re fo
The financial and emotional "well-being" of our clients and their families, is something we take very seriously. Without a doubt, we are experiencing unprecedented times as Americans. Volatile markets, global health crises, and general uncertai
The last two weeks have been one for the record books! Investors haven't experienced volatility like this since the 2008 Great Recession and Crash of 1987. The markets plunged this week in reaction to the coronavirus, oil prices and Wall Street
When there’s volatility on Wall Street, it’s normal to have an emotional reaction. But does that mean you should make immediate changes to your 401(k) and other investments? In this episode, Wes reminds us that any moves you make now should be
Due to a rise in confirmed Coronavirus cases, major stock market indices declined into correction (-10%+) territory. Investing can be emotional — especially for those who have saved into accounts in order to live comfortably in retirement. Thos
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