Andrew Young
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...
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Summit Puri
May 204 min read
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...
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Summit Puri
May 133 min read
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,...
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Summit Puri
May 63 min read
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...
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Summit Puri
Apr 292 min read
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...
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Stephen Armstrong
Apr 293 min read
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...
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Summit Puri
Apr 153 min read
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...
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Clay Reynolds
Apr 153 min read
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...
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Summit Puri
Apr 43 min read
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,...
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Summit Puri
Mar 274 min read
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...
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Summit Puri
Mar 253 min read
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...
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Summit Puri
Mar 184 min read
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,...
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Summit Puri
Mar 113 min read
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...
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John-Mark Young
Mar 55 min read
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...
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Summit Puri
Mar 44 min read
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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David Gearhart
Feb 293 min read
Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...
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Summit Puri
Feb 266 min read
Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....
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Andrew Young
Feb 262 min read
New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
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Summit Puri
Feb 153 min read
The Wealthy Concept: but make it We(a)llthy!
How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...
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Jake Buckwalter
Feb 153 min read
Roth Conversions and if they are a good option for you
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
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