Economy 3/6

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,...

Summit Puri

Jun 103 min read

Stock Market Investing

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,...

Alternative Investments – Private Credit

Summit Puri

Jun 33 min read

Economy

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...

Stephen Armstrong

May 283 min read

Economy

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...

Alternative Investments – Private Equity

Summit Puri

May 283 min read

Economy

Alternative Investments – Private Equity

Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Health Savings Accounts (HSAs) – The Triple Tax Advantage Account

Andrew Young

May 203 min read

Economy

Health Savings Accounts (HSAs) – The Triple Tax Advantage Account

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

Alternative investments – Structured notes

Summit Puri

May 204 min read

Economy

Alternative investments – Structured notes

Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...

Summit Puri

May 133 min read

Economy

REIT – Real Estate Investment Trusts

Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...

Summit Puri

May 63 min read

Retirement Planning

Correlation of Assets in Your Portfolio

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

What is the Volatility Index, and how does it impact investments?

Summit Puri

Apr 292 min read

Retirement Planning

What is the Volatility Index, and how does it impact investments?

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Donor Advised Funds: One Way to Optimize Your Giving

Stephen Armstrong

Apr 293 min read

Economy

Donor Advised Funds: One Way to Optimize Your Giving

Do you have charitable intent? Maybe you are already an active donor. Do you generate a high annual income and want to take advantage...

One metric to rule them all, or not. Part 3

Summit Puri

Apr 153 min read

Retirement Planning

One metric to rule them all, or not. Part 3

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

Reasons to Schedule a Meeting with Your Financial Advisor

Clay Reynolds

Apr 153 min read

Retirement Planning

Reasons to Schedule a Meeting with Your Financial Advisor

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

One metric to rule them all, or not. Part 2

Summit Puri

Apr 43 min read

Stock Market Investing

One metric to rule them all, or not. Part 2

As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...

One metric to rule them all, or not. Part 1

Summit Puri

Mar 274 min read

Retirement Planning

One metric to rule them all, or not. Part 1

‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...

Are you wealthy, rich, somewhere in between, or nowhere close?

Summit Puri

Mar 253 min read

Retirement Planning

Are you wealthy, rich, somewhere in between, or nowhere close?

What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...

Summit Puri

Mar 184 min read

Economy

Purchasing Power: The highs and lows

Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...

Mean Median and Mode: How they equate to your finances today

Summit Puri

Mar 113 min read

Economy

Mean Median and Mode: How they equate to your finances today

Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...

Election Coverage 2024: Presidential Elections & Their Impact on Markets

John-Mark Young

Mar 55 min read

Stock Market Investing

Election Coverage 2024: Presidential Elections & Their Impact on Markets

How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...

Opportunity cost: An objective valuation and impact of your decisions

Summit Puri

Mar 44 min read

Retirement Planning

Opportunity cost: An objective valuation and impact of your decisions

Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

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