Stock Market Investing 5/8

Time in the Market vs. Timing the Market

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...

The Market Based Argument for Dave Ramsey's Four Categories

John-Mark Young

Sep 25, 20236 min read

Economy

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...

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

John-Mark Young

Sep 2, 20236 min read

Stock Market Investing

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,...

Why Bonds Are Still Essential for the Retirees Portfolio

John-Mark Young

Sep 2, 20236 min read

Retirement Planning

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...

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

John-Mark Young

Sep 2, 20236 min read

Economy

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

Kelly Kranstuber

Aug 31, 20233 min read

Retirement Planning

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

Which Workplace Retirement Plan Should I Select?

Matthew Harris

Aug 31, 20236 min read

Retirement Planning

Which Workplace Retirement Plan Should I Select?

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

John-Mark Young

Aug 8, 20233 min read

Stock Market Investing

Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...

What Fitch's U.S. Debt Downgrade Means for Investors

John-Mark Young

Aug 4, 20236 min read

Stock Market Investing

What Fitch's U.S. Debt Downgrade Means for Investors

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

Jake Buckwalter

Aug 2, 20232 min read

Stock Market Investing

RISK ASSETS

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

John-Mark Young

Aug 2, 20237 min read

Economy

HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

Drew Hodgson

Jul 30, 20234 min read

Financial Coaching

OPTIMAL SAVING & INVESTING

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS

John-Mark Young

Jul 22, 20235 min read

Financial Coaching

WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS

Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...

2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS

John-Mark Young

Jul 8, 20235 min read

Financial Coaching

2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS

A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

John-Mark Young

Jul 3, 20237 min read

Financial Coaching

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

Kelly Kranstuber

Jun 28, 20232 min read

Financial Coaching

THE WASH SALE RULE

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...

John-Mark Young

Jun 15, 20236 min read

Financial Coaching

DIRECT INDEXING: A BOLD NEW FRONTIER

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...

ESG INVESTING – REASONS FOR STEERING AWAY

Andrew Young

Jun 14, 20232 min read

Financial Coaching

ESG INVESTING – REASONS FOR STEERING AWAY

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

Nick Allen

May 17, 20233 min read

Stock Market Investing

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

What are the differences between mutual funds and ETFs?

Drew Hodgson

May 10, 20234 min read

Financial Coaching

TO INVEST ALL AT ONCE OR OVER TIME?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

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