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Regardless of where you are in your retirement savings, we will work with you to assess your current situation and help you set your retirement goals. While everyone's situation is unique, the most important step is to take action now.
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We offer financial strategies that protect your family's lifestyle. We guide you through the estate planning process, and help you prepare your final expenses with the goal to make sure you leave a legacy of financial security.
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Mark White Wealth Advisors in news
Investopedia
Bond Yields Are the Highest in a Generation. How Much International Exposure Makes Sense For Your Portfolio?
“International bonds should be a diversifier, not the core of the fixed-income portfolio,” said Mark White, a wealth advisor at Mark White Wealth Advisors.
He pegged the right amount of international bonds at 20% to 30% of a person’s bond allocation. That means someone with a 60% stock, 40% bond portfolio following White’s guidance would have up to 12% of their total portfolio in international bonds. Most investors hold far less.
New York Post
Treasury Department rips draft report warning of ‘AI bubble’
Mark J. White, a wealth advisor at Mark White Wealth Advisors, said investors don’t face risk from AI in and of itself, but from failing to diversify their portfolios.
“The biggest risk isn’t AI itself — it’s investors forgetting the importance of diversification,” he told The Post.
New York Post
Dow pares steep losses but gas prices surge after Iran orders Strait of Hormuz closure
“The recent jump in gas prices will likely nudge headline inflation higher, but it’s not enough – at this stage – to meaningfully change the broader inflation outlook,” Mark J. White, managing partner at Mark White Wealth Advisors, told The Post.
WECT 6 News
Financial advisor shares key tips to achieve money goals in the New Year
“I think one of the major mistakes that people make is that they don’t address their debt. People may have built up credit card debt over time. Then they want to have other goals, like more long-term things that they want to save for, but from my standpoint, and I have been doing this for almost 26 years, when I meet someone new who has savings as their goal, the first thing I say is okay, what does your debt look like?”
"Have some kind of program to track your progress, that doesn’t mean checking your account every single day. It’s working with a financial advisor that has different software that can track your goals or just doing it yourself"
Fox Business News
Top tips to help lottery winners protect their finances
"Experts say those who win the jackpot will need a team of professionals – from a CPA to a lawyer and wealth manager – to properly handle their sudden windfall.
... having a strong team in place is "critical" given that no one professional has expertise in all the areas needed to manage the surprise fortune."
New York Post
US Treasury bonds explained: Why Trump tariffs have investors freaking out and scratching their heads
“The recent selloff in US Treasuries … underscores significant shifts in the bond market,”
“Rising Treasury yields typically signal investor concerns about inflation and fiscal policy, potentially leading to higher borrowing costs across the economy.”
"Mark White warned that yields can continue to rise, possibly approaching 5% "
