Our Thoughts — White & McGowan

Viewing entries in
Investment Strategies

A Better Way to Pay for Dependent Care

Share

A Better Way to Pay for Dependent Care

If you want to use pre-tax dollars to pay for dependent care expenses, maybe a Flexible Spending Account, or FSA, is the way to go.

Share

Take the Stress Out of Medical Expenses

Share

Take the Stress Out of Medical Expenses

Health insurance premiums vary from state-to-state, provider-to-provider, and person-to-person. Some plans are cost efficient and cover a wide range of services while others are expensive with limited coverage. Not only that, but changes to healthcare plans can be unpredictable, especially as you age. One option to consider is a Health Savings Account, or HSA.

Share

Important Contribution Limit Increases in 2019

Share

Important Contribution Limit Increases in 2019

If you would like to increase your automated contributions to various savings and investment accounts, click the button to contact us and schedule an appointment.

Share

A New Way to Measure the Value of a Company

Share

A New Way to Measure the Value of a Company

Fundamental Weighted Indexing aims to produce the best returns by identifying the most sustainable businesses. It's easy to get swept up into the hype of high market cap stocks the same way it's easy to get swept up into the hype of a Major League home run hitter. But if sustainability is part of the goal, a more creative approach to measuring success and failure is needed. That's what this revolutionary form of indexing is all about.

Share