Summit Puri
Artificial intelligence in Investing
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
top of page
Nick Allen
Feb 83 min read
Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
34
Summit Puri
Feb 14 min read
Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
38
Clay Reynolds
Feb 13 min read
Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
46
Summit Puri
Jan 196 min read
Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
71
Matthew Harris
Jan 196 min read
Should I pay attention to the Capital Gains Tax, and how will it affect me?
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...
43
Summit Puri
Jan 124 min read
Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
50
Clay Reynolds
Jan 113 min read
Investing: Simple Not Easy
Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
38
John-Mark Young
Jan 76 min read
How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
44
Nick Allen
Dec 19, 20233 min read
Putting a Premium on Trust
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
39
Kelly Kranstuber
Dec 19, 20234 min read
Are you 59 ½ or Older and Still Working?
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
40
Logan Doup
Dec 19, 20233 min read
What is Opportunity Cost?
Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...
39
David Gearhart
Dec 7, 20233 min read
What Should I Consider Before the End of the Year?
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...
38
Andrew Young
Dec 7, 20232 min read
Planning Ahead – 2024 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...
46
David Gearhart
Nov 30, 20233 min read
Intrinsic Value vs. Market Value – What Do They Mean?
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
51
John-Mark Young
Nov 21, 20235 min read
Why Investors Can Be Thankful After a Volatile Year
Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...
36
Clay Reynolds
Nov 16, 20233 min read
What is Gift Split, should I Gift Split, and when should I Gift Split?
What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...
65
David Gearhart
Nov 16, 20233 min read
All About ESOPs (Employee Stock Ownership Plan)
What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...
42
Stephen Armstrong
Nov 16, 20232 min read
What Is A Brokerage Account?
A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...
45
Drew Hodgson
Nov 9, 20234 min read
How to Choose Your Financial Advisor
What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...
48
bottom of page