John-Mark Young
INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)
2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...
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Griffin Lusk
May 30, 20223 min read
SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM
Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my...
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Clay Reynolds
May 26, 20223 min read
I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?
I-Bonds and Treasury Inflation-Protected Securities (TIPS) are investments that offer principal protection. These investments are...
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Lindsey Curry
May 10, 20224 min read
STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?
Jeopardy! for the Win!!! While watching Jeopardy! a few weeks back, there was a young woman, who just became that rounds new Jeopardy!...
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John-Mark Young
May 9, 20226 min read
WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022
The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...
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Whitaker Myers
Apr 26, 20224 min read
AMERICAN SAVING RATES BY AGE: BEN & ARTHUR
Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...
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Whitaker Myers
Apr 26, 20223 min read
NEW RAMSEY PERSONALITY: KRISTINA ELLIS
Guess what everyone!! Ramsey Solutions has a new personality that you may have heard on the air recently or maybe you have seen her on...
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Dustin Burkhart
Apr 17, 20225 min read
NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE
What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...
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Kelly Kranstuber
Apr 12, 20223 min read
COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...
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Lindsey Curry
Apr 12, 20225 min read
PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER
The time has come to make the next big decision for your future. You have a steady job, making a decent income, and either want to start...
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Logan Doup
Apr 12, 20223 min read
WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...
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John-Mark Young
Apr 6, 20225 min read
FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP
There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...
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Whitaker Myers
Apr 6, 20223 min read
APRIL 1ST IS 401(K) DAY!
Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...
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Griffin Lusk
Apr 1, 20225 min read
REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES
If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by...
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Whitaker Myers
Mar 25, 20224 min read
NUMBER ONE INDICATOR OF WEALTH
Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...
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Lindsey Curry
Mar 25, 20223 min read
GAS SAVINGS: TIPS & TRICKS
Do the current prices at the gas pump have you contemplating pulling out your old 10 speed bike buried deep in the back part of the...
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Lindsey Curry
Mar 19, 20228 min read
GAS. GROCERIES. AND GROWING PRICE INCREASES.
I’m sure you have seen the rise in gas prices lately. They started out slowly, increasing gradually, but this past few weeks how can you...
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Logan Doup
Mar 16, 20222 min read
HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...
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Whitaker Myers
Mar 15, 20225 min read
TERM VS. WHOLE LIFE INSURANCE
Acquiring life insurance is one of the most important considerations a person can do to protect their loved ones after death. Two of the...
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Griffin Lusk
Mar 9, 20224 min read
TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE
I would like to start off with a basic introduction to retirement-based target date and lifecycle mutual funds: Larger mutual fund...
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