David White - Investment Management Consultants

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

Understanding Money Market Funds 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.

To Buy or Not to Buy 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 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.

Monthly Market Insights | September 2026 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 based on your income level.

Social Security Tax Estimator 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.

The Sequence of Returns 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.

Protecting Your Business from the Loss of a Key Person 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 best for your situation.

Comparing Mortgage Terms 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 qualify. Read more here:

The Basics of Medicare 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?

Should You Ever Retire? 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.

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