Stephen Armstrong
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...
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Summit Puri
Apr 224 min read
The Phases of Retirement
Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...
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Drew Hodgson
Apr 223 min read
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...
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Summit Puri
Apr 153 min read
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...
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Clay Reynolds
Apr 153 min read
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...
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Summit Puri
Apr 43 min read
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,...
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John-Mark Young
Mar 316 min read
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...
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Summit Puri
Mar 274 min read
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...
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Summit Puri
Mar 253 min read
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...
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Summit Puri
Mar 113 min read
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...
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John-Mark Young
Mar 55 min read
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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Summit Puri
Mar 44 min read
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...
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Summit Puri
Feb 266 min read
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....
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Andrew Young
Feb 262 min read
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...
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Jake Buckwalter
Feb 153 min read
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...
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Summit Puri
Feb 83 min read
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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Nick Allen
Feb 83 min read
Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
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Summit Puri
Feb 14 min read
Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
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Clay Reynolds
Feb 13 min read
Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
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Summit Puri
Jan 253 min read
Investing Metrics, Key Risk Metrics
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...
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