Blog | Whitaker Myers Wealth Management

2025 Market Outlook: 5 Insights but No Prediction

John-Mark Young

4 days ago7 min read

Economy

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

Tim Hilterman

5 days ago2 min read

Retirement Planning

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

Ethan Barry

7 days ago3 min read

Economy

What is the Homestead Tax Exemption

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

What you can do in 2025 to take control of your financial life

Tim Hilterman

7 days ago3 min read

Economy

What you can do in 2025 to take control of your financial life

The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

Joseph Browning

7 days ago3 min read

Economy

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

Summit Puri

7 days ago3 min read

Economy

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

John-Mark Young

Dec 144 min read

Retirement Planning

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Whitaker Myers

Dec 142 min read

Retirement Planning

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

John-Mark Young

Dec 123 min read

Retirement Planning

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

Planning Ahead – 2025 Retirement Contribution Limit Changes

Andrew Young

Dec 93 min read

Retirement Planning

Planning Ahead – 2025 Retirement Contribution Limit Changes

The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...

Whitaker Myers

Nov 252 min read

Whitaker-Myers Wealth Managers Ranked 6th Best Place to Work in Money Management

Whitaker-Myers Wealth Managers at a team building event.

Joe Mains

Nov 213 min read

Economy

Insured to Value

A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...

Why Make Backdoor Roth IRA Contributions?

Ben Allen

Nov 214 min read

Retirement Planning

Why Make Backdoor Roth IRA Contributions?

So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...

Additional Types of Insurance for Families and Individuals to Consider

Kelly Kranstuber

Nov 214 min read

Economy

Additional Types of Insurance for Families and Individuals to Consider

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

Whitaker Myers

Nov 182 min read

Stock Market Investing

Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

Logan Doup

Nov 184 min read

Economy

What are Annuities?

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...

Drew Hodgson

Nov 183 min read

Economy

New Thoughts on Term Life Insurance

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's principles, we should be familiar with his...

President Trump’s Election Victory and Investing

Stephen Armstrong

Nov 115 min read

Economy

President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

What is the Efficient Market Hypothesis?

Summit Puri

Nov 113 min read

Economy

What is the Efficient Market Hypothesis?

The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

Election 2024: Navigating Financial Plans Amid Political Uncertainty

John-Mark Young

Nov 35 min read

Economy

Election 2024: Navigating Financial Plans Amid Political Uncertainty

How to think about the Presidential Election as it relates to my investment portfolio

Client Logins

Our Team

Services

Our Locations

Support Team

Tax ELP Team

Financial Coaches

Associate Financial Advisors

Financial Advisors

Christian Values Portfolio

Financial Peace University

Financial Coaching

Corporate Services

Personal Services