Whitaker Myers
Whitaker-Myers Wealth Managers Ranked 6th Best Place to Work in Money Management
Whitaker-Myers Wealth Managers at a team building event.
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Joe Mains
4 days ago3 min read
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...
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Ben Allen
4 days ago4 min read
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...
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Kelly Kranstuber
4 days ago4 min read
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...
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Whitaker Myers
Nov 182 min read
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
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Logan Doup
Nov 184 min read
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...
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Drew Hodgson
Nov 183 min read
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...
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Stephen Armstrong
Nov 115 min read
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...
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Summit Puri
Nov 113 min read
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...
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John-Mark Young
Nov 35 min read
Election 2024: Navigating Financial Plans Amid Political Uncertainty
How to think about the Presidential Election as it relates to my investment portfolio
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Whitaker Myers
Nov 32 min read
John-Mark Young Earns RMA® Certification and Advanced Certificate in Blockchain and Digital Assets
John-Mark Young earns his RMA® (Retirement Management Advisor) and Advanced Certificate in Blockchain and Digital Assets designations
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Whitaker Myers
Nov 32 min read
Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year
Whitaker-Myers Group named Wooster Chamber of Commerce Business of the Year
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Ethan Berry
Oct 283 min read
How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
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Clay Reynolds
Oct 282 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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Mica McKenna
Oct 214 min read
The Power of Principal-Only Payments
In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...
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Summit Puri
Oct 213 min read
Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
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Kelly Kranstuber
Oct 144 min read
Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
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Andrew Young
Oct 146 min read
Employer Annual Benefits Enrollment – What You Need to Consider - 2024
For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...
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John-Mark Young
Oct 72 min read
Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio
Grant Jennings joins Whitaker-Myers Wealth Managers
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Jake Buckwalter
Oct 73 min read
The Bond Market Simplified
From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...
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