Financial Coaching 4/11

INVESTMENT STRATEGIES AND THEIR BENCHMARKS

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?

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

Whitaker Myers

Apr 25, 20232 min read

Financial Coaching

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...

Kelly Kranstuber

Apr 22, 20233 min read

Financial Coaching

FACTS OVER FEAR FOR FINANCES

Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

John-Mark Young

Apr 20, 20237 min read

Financial Coaching

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...

Beth Anne Allen

Apr 12, 20234 min read

Financial Coaching

SAVE ON SPRING CLEANING

With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...

Lindsey Curry

Apr 9, 20236 min read

Financial Coaching

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

Drew Hodgson

Mar 21, 20233 min read

Financial Coaching

REWIRE THE BRAIN IN A BEAR MARKET

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

Jake Buckwalter

Mar 21, 20233 min read

Financial Coaching

MY EXTRA CASH AND WHERE IT SHOULD GO

Let's review some options to get the most out of your hard-earned money.

Andrew Young

Mar 15, 20233 min read

Financial Coaching

INVESTING AND OUR HABITS

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS

Stephen Armstrong

Mar 13, 20232 min read

Retirement Planning

WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS

To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

Beth Anne Allen

Mar 9, 20233 min read

Financial Coaching

HOW OUR HABITS CAN IMPACT OUR FINANCES

Like a fitness coach might map out and encourage healthy habits, so does a financial coach.

QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR

Logan Doup

Mar 9, 20233 min read

Financial Coaching

QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR

Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.

THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME

Drew Hodgson

Mar 3, 20233 min read

Financial Coaching

THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME

“My house is paid off, but I have other debt; should I do a home equity line of credit?” Lets talk about it.

DON’T LET YOUR HEATING BILL SURPRISE YOU

Beth Anne Allen

Mar 3, 20233 min read

Financial Coaching

DON’T LET YOUR HEATING BILL SURPRISE YOU

Let’s be proactive in our approach to cold temperatures, so we don’t shake the budget when they do hit.

CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

John-Mark Young

Feb 15, 20236 min read

Stock Market Investing

CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

Matthew Harris

Feb 11, 20236 min read

Financial Coaching

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

In this article, we will share some suggestions on how to increase your income.

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

Drew Hodgson

Feb 11, 20233 min read

Financial Coaching

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...

Nick Allen

Feb 1, 20232 min read

Financial Coaching

HOW FIDUCIARY ADVISORS WORK FOR YOU

In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

Jake Buckwalter

Jan 27, 20232 min read

Economy

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.

A HOLISTIC APPROACH TO FINANCIAL PLANNING

Whitaker Myers

Jan 18, 20232 min read

Retirement Planning

A HOLISTIC APPROACH TO FINANCIAL PLANNING

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

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