Summit Puri
When is a good time to refinance your mortgage?
Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...
top of page
Nick Allen
Aug 194 min read
Individual Stocks: Risk, Reward
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
34
Summit Puri
Aug 122 min read
HENRY - High earners, not rich yet
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...
32
Jake Buckwalter
Aug 123 min read
What Portfolio Rebalancing is, and its importance
What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...
32
Summit Puri
Aug 53 min read
Risk Ability vs. Risk Tolerance
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...
28
Summit Puri
Jul 293 min read
Systematic and Unsystematic Risk Factors
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...
35
Summit Puri
Jul 222 min read
Taxes, it’s not really a love-hate relationship, is it?
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...
27
Lindsey Curry
Jul 222 min read
Christmas in July Mindset
Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...
28
Summit Puri
Jul 153 min read
Fundamental and Technical Analyses
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...
34
Andrew Young
Jul 152 min read
Removing Private Mortgage Insurance (PMI) from your Mortgage
You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...
33
Summit Puri
Jul 83 min read
Intrinsic vs Market Value/Price
Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...
32
Logan Doup
Jul 14 min read
Insurance: The extra layer of protection
When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...
29
Summit Puri
Jul 14 min read
Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing
Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...
31
Jake Buckwalter
Jun 242 min read
What is a Password Manager?
If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...
41
Nick Allen
Jun 173 min read
Making a House a Home: Simple Fixes on a Budget
There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...
32
Summit Puri
Jun 172 min read
Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...
36
Summit Puri
Jun 103 min read
It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...
45
Summit Puri
Jun 33 min read
Alternative Investments – Private Credit
Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...
32
Stephen Armstrong
May 283 min read
Selling Your Small Business
Are you thinking about selling your small business and sailing into the sunset? Have you poured blood, sweat, and tears into your small...
32
Summit Puri
May 283 min read
Alternative Investments – Private Equity
Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...
33
bottom of page