Nick Allen
Individual Stocks: Risk, Reward
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
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Jake Buckwalter
Aug 123 min read
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...
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Summit Puri
Aug 53 min read
Risk Ability vs. Risk Tolerance
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...
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Summit Puri
Jul 293 min read
Systematic and Unsystematic Risk Factors
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...
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Summit Puri
Jul 222 min read
Taxes, it’s not really a love-hate relationship, is it?
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...
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Summit Puri
Jul 153 min read
Fundamental and Technical Analyses
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...
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Summit Puri
Jul 83 min read
Intrinsic vs Market Value/Price
Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...
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Summit Puri
Jul 14 min read
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...
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Clay Reynolds
Jun 242 min read
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...
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Summit Puri
Jun 172 min read
Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...
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David Gearhart
Jun 103 min read
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...
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Summit Puri
Jun 103 min read
It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...
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Kelly Kranstuber
Jun 32 min read
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...
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Summit Puri
Jun 33 min read
Alternative Investments – Private Credit
Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...
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Summit Puri
May 283 min read
Alternative Investments – Private Equity
Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...
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Summit Puri
May 204 min read
Alternative investments – Structured notes
Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...
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Logan Doup
May 133 min read
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...
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Summit Puri
May 133 min read
REIT – Real Estate Investment Trusts
Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...
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Summit Puri
May 63 min read
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...
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Summit Puri
Apr 292 min read
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...
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