Lindsey Curry
It’s the most wonderful time of year – Christmas and Holiday Prepping Season!
With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...
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Matthew Harris
Nov 2, 20237 min read
The best cost-saving tips to experience an in-person sporting event
Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...
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Kelly Kranstuber
Nov 2, 20235 min read
Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
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John-Mark Young
Oct 11, 20237 min read
Israel War & My Portfolio: Pray, Give & Stay Disciplined
We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...
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John-Mark Young
Sep 25, 20236 min read
The Market Based Argument for Dave Ramsey's Four Categories
For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...
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Jake Buckwalter
Sep 20, 20232 min read
What Ohio’s EdChoice program can mean for you, and what scholarship money could be available
Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...
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John-Mark Young
Sep 2, 20236 min read
Personal Savings, Record Credit Card Debt & Their Effect on the Economy
About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...
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John-Mark Young
Aug 12, 20235 min read
What We Learned in the Markets This Week: August 11th 2023
1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...
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John-Mark Young
Aug 4, 20236 min read
What Fitch's U.S. Debt Downgrade Means for Investors
Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...
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Jake Buckwalter
Aug 2, 20232 min read
RISK ASSETS
Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....
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John-Mark Young
Aug 2, 20237 min read
HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...
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John-Mark Young
Jul 22, 20235 min read
WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS
Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...
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John-Mark Young
Jul 3, 20237 min read
7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023
Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...
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John-Mark Young
May 21, 20235 min read
What the Looming Debt Ceiling Deadline Means for Investors
Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...
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John-Mark Young
May 4, 20236 min read
HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM
"This part of the crisis is over. Everyone should just take a deep breath." - JP Morgan Chief Executive Jamie Dimon On the morning of...
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John-Mark Young
Apr 20, 20237 min read
WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...
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John-Mark Young
Mar 18, 20237 min read
RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES
The recent failure of three U.S. banks has raised concerns over the economy and financial system.
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John-Mark Young
Jan 31, 20235 min read
5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...
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Jake Buckwalter
Jan 27, 20232 min read
WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT
With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.
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John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
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