Summit Puri
Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
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Summit Puri
Jan 124 min read
Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
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Clay Reynolds
Jan 113 min read
Investing: Simple Not Easy
Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
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John-Mark Young
Jan 76 min read
How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
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Nick Allen
Dec 19, 20233 min read
Putting a Premium on Trust
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
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Kelly Kranstuber
Dec 19, 20234 min read
Are you 59 ½ or Older and Still Working?
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
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John-Mark Young
Dec 9, 20234 min read
Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...
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David Gearhart
Dec 7, 20233 min read
What Should I Consider Before the End of the Year?
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...
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David Gearhart
Nov 30, 20233 min read
Intrinsic Value vs. Market Value – What Do They Mean?
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
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Jake Buckwalter
Nov 30, 20233 min read
What successful retirees do
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...
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John-Mark Young
Nov 21, 20235 min read
Why Investors Can Be Thankful After a Volatile Year
Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...
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Stephen Armstrong
Nov 16, 20232 min read
What Is A Brokerage Account?
A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...
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Drew Hodgson
Nov 9, 20234 min read
How to Choose Your Financial Advisor
What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...
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Kelly Kranstuber
Nov 2, 20235 min read
Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
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David Gearhart
Oct 19, 20232 min read
Bank Money Market Account vs Brokerage Money Market Funds
The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...
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John-Mark Young
Oct 11, 20237 min read
Israel War & My Portfolio: Pray, Give & Stay Disciplined
We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...
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Clay Reynolds
Oct 2, 20232 min read
Time in the Market vs. Timing the Market
Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...
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John-Mark Young
Sep 25, 20236 min read
The Market Based Argument for Dave Ramsey's Four Categories
For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...
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John-Mark Young
Sep 2, 20236 min read
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...
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John-Mark Young
Sep 2, 20236 min read
Why Bonds Are Still Essential for the Retirees Portfolio
My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...
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