Retirement Planning 2/6

Nick Allen

Aug 194 min read

Individual Stocks: Risk, Reward

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What Portfolio Rebalancing is, and its importance

Jake Buckwalter

Aug 123 min read

Retirement Planning

What Portfolio Rebalancing is, and its importance

What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...

Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

Summit Puri

Jul 14 min read

Retirement Planning

Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

Jake Buckwalter

Jun 242 min read

Economy

What is a Password Manager?

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

Clay Reynolds

Jun 242 min read

Retirement Planning

A Breakdown of SIMPLE IRAs

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

David Gearhart

Jun 103 min read

Stock Market Investing

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

Roth IRAs and Backdoor Roth IRA Contributions

Kelly Kranstuber

Jun 32 min read

Retirement Planning

Roth IRAs and Backdoor Roth IRA Contributions

What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...

Stephen Armstrong

May 283 min read

Economy

Selling Your Small Business

Are you thinking about selling your small business and sailing into the sunset? Have you poured blood, sweat, and tears into your small...

Retirement Plans for a Small Business Owner

Logan Doup

May 133 min read

Retirement Planning

Retirement Plans for a Small Business Owner

Owning a small business is a rewarding investment Americans can make. Ideally, you get to work for yourself, set your hours, do what you...

Summit Puri

May 63 min read

Retirement Planning

Correlation of Assets in Your Portfolio

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

What is the Volatility Index, and how does it impact investments?

Summit Puri

Apr 292 min read

Retirement Planning

What is the Volatility Index, and how does it impact investments?

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Summit Puri

Apr 224 min read

Retirement Planning

The Phases of Retirement

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

Old 401k rollovers - What to do with them

Drew Hodgson

Apr 223 min read

Retirement Planning

Old 401k rollovers - What to do with them

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

One metric to rule them all, or not. Part 3

Summit Puri

Apr 153 min read

Retirement Planning

One metric to rule them all, or not. Part 3

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

Reasons to Schedule a Meeting with Your Financial Advisor

Clay Reynolds

Apr 153 min read

Retirement Planning

Reasons to Schedule a Meeting with Your Financial Advisor

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

One metric to rule them all, or not. Part 1

Summit Puri

Mar 274 min read

Retirement Planning

One metric to rule them all, or not. Part 1

‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...

Are you wealthy, rich, somewhere in between, or nowhere close?

Summit Puri

Mar 253 min read

Retirement Planning

Are you wealthy, rich, somewhere in between, or nowhere close?

What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...

Kelly Kranstuber

Mar 184 min read

Retirement Planning

Baby Step Motivation

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

Mean Median and Mode: How they equate to your finances today

Summit Puri

Mar 113 min read

Economy

Mean Median and Mode: How they equate to your finances today

Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...

Election Coverage 2024: Presidential Elections & Their Impact on Markets

John-Mark Young

Mar 55 min read

Stock Market Investing

Election Coverage 2024: Presidential Elections & Their Impact on Markets

How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...

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