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

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/17/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
07/15/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
07/13/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Does your insurance cover you if you get into an accident with an uninsured driver?
07/10/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
07/08/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

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. 

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
07/06/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
07/03/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
07/01/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

These 6 things might make your next return a prime target for an IRS audit.
06/29/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Address

6465 S 3000 E, Ste 200
Salt Lake City, UT
84121

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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