Economy 4/6

Are You Ready to get back on track with your goals?

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...

Investment strategies: Most common investment vehicles

Summit Puri

Feb 266 min read

Retirement Planning

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....

New Features Available in 2024 for 529’s and Roth IRA Rollovers

Andrew Young

Feb 262 min read

Retirement Planning

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...

The Wealthy Concept: but make it We(a)llthy!

Summit Puri

Feb 153 min read

Retirement Planning

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...

Roth Conversions and if they are a good option for you

Jake Buckwalter

Feb 153 min read

Retirement Planning

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...

Summit Puri

Feb 83 min read

Economy

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...

Making Up for Lost Time – Funding an IRA for 2023

Nick Allen

Feb 83 min read

Retirement Planning

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...

Investing Metrics: Key Metrics Continued

Summit Puri

Feb 14 min read

Economy

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,...

Rule 72(t): Withdraw early from your retirement account without a penalty

Clay Reynolds

Feb 13 min read

Retirement Planning

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...

Asset Classes: Understanding your investments

Summit Puri

Jan 196 min read

Economy

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...

Should I pay attention to the Capital Gains Tax, and how will it affect me?

Matthew Harris

Jan 196 min read

Economy

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...

Investment Corner - The Psychology of Saving & Investing

Summit Puri

Jan 124 min read

Economy

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...

Clay Reynolds

Jan 113 min read

Economy

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...

How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

John-Mark Young

Jan 76 min read

Stock Market Investing

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...

Nick Allen

Dec 19, 20233 min read

Economy

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...

Are you 59 ½ or Older and Still Working?

Kelly Kranstuber

Dec 19, 20234 min read

Retirement Planning

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,...

Logan Doup

Dec 19, 20233 min read

Financial Coaching

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...

What Should I Consider Before the End of the Year?

David Gearhart

Dec 7, 20233 min read

Retirement Planning

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...

Planning Ahead – 2024 Retirement Contribution Limit Changes

Andrew Young

Dec 7, 20232 min read

Retirement Planning

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...

Intrinsic Value vs. Market Value – What Do They Mean?

David Gearhart

Nov 30, 20233 min read

Economy

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...

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