Stock Market Investing 3/8

Retirement Plans for a Small Business Owner

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...

Summit Puri

May 133 min read

Economy

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,...

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...

Donor Advised Funds: One Way to Optimize Your Giving

Stephen Armstrong

Apr 293 min read

Economy

Donor Advised Funds: One Way to Optimize Your Giving

Do you have charitable intent? Maybe you are already an active donor. Do you generate a high annual income and want to take advantage...

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 2

Summit Puri

Apr 43 min read

Stock Market Investing

One metric to rule them all, or not. Part 2

As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...

Should I Use Gold or Bitcoin in my Diversified Portfolio?

John-Mark Young

Mar 316 min read

Stock Market Investing

Should I Use Gold or Bitcoin in my Diversified Portfolio?

With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...

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...

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...

Opportunity cost: An objective valuation and impact of your decisions

Summit Puri

Mar 44 min read

Retirement Planning

Opportunity cost: An objective valuation and impact of your decisions

Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

Investment strategies: Most common investment vehicles

Summit Puri

Feb 266 min read

Retirement Planning

Investment strategies: Most common investment vehicles

What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

New Features Available in 2024 for 529’s and Roth IRA Rollovers

Andrew Young

Feb 262 min read

Retirement Planning

New Features Available in 2024 for 529’s and Roth IRA Rollovers

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

Roth Conversions and if they are a good option for you

Jake Buckwalter

Feb 153 min read

Retirement Planning

Roth Conversions and if they are a good option for you

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Summit Puri

Feb 83 min read

Economy

Artificial intelligence in Investing

Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...

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