John-Mark Young
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
Jul 1, 20236 min read
15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...
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John-Mark Young
Jun 30, 20236 min read
CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...
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Kelly Kranstuber
Jun 28, 20232 min read
THE WASH SALE RULE
Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...
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Drew Hodgson
Jun 28, 20233 min read
AVOIDING VACATION DEBT
Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...
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Nick Allen
Jun 24, 20233 min read
WHAT IS AN AMORTIZED LOAN?
Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...
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Whitaker Myers
Jun 19, 20233 min read
JOHN-MARK YOUNG NAMED TO 2023 FASTEST GROWING ADVISORS TO WATCH
President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a second...
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John-Mark Young
Jun 15, 20236 min read
DIRECT INDEXING: A BOLD NEW FRONTIER
Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...
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Andrew Young
Jun 14, 20232 min read
ESG INVESTING – REASONS FOR STEERING AWAY
I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...
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Nick Allen
Jun 14, 20232 min read
MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND
Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...
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John-Mark Young
Jun 10, 20235 min read
LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
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Beth Anne Allen
Jun 6, 20233 min read
PLANNING FOR THAT NEXT TRIP
Vacation Mode With the weather warming up and the sun shining more, we all long for that next vacation. Whether heading to the beach for...
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John-Mark Young
Jun 3, 20235 min read
YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!
If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...
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Kage Rush
Jun 1, 20234 min read
STARTING A SMALL BUSINESS – PART III – DAY-TO-DAY OPERATIONS AND COSTS
Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...
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Kage Rush
May 24, 20234 min read
STARTING A SMALL BUSINESS – PART II – WHAT TO SET IT UP AS AND TAX IMPLICATIONS
The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...
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Whitaker Myers
May 17, 20233 min read
STARTING A SMALL BUSINESS PART I – THE FIRST STEPS
In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.
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Stephen Armstrong
May 17, 20233 min read
THE BENEFITS OF LONG-TERM DISABILITY INSURANCE
Long-term disability insurance. What are the risks, and the benefits of it?
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Drew Hodgson
May 10, 20234 min read
TO INVEST ALL AT ONCE OR OVER TIME?
We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.
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Matthew Harris
May 3, 20235 min read
ALL THINGS EMERGENCY FUNDS
ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...
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Nick Allen
Apr 26, 20233 min read
INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
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