Drew Hodgson
WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...
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John-Mark Young
Jan 31, 20235 min read
5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...
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Matthew Harris
Dec 15, 20225 min read
STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
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Drew Hodgson
Dec 8, 20224 min read
HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...
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John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
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Drew Hodgson
Nov 24, 20224 min read
3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING
Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...
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Jake Buckwalter
Nov 23, 20223 min read
SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...
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Drew Hodgson
Nov 10, 20223 min read
MIDTERM MENTALITY
Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...
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Nick Allen
Nov 10, 20224 min read
MEASURING YOUR RISK BEFORE INVESTING
You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...
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Drew Hodgson
Oct 27, 20224 min read
MARKET ROLLER COASTER: 2022’S LACK-OF AMUSEMENT PARK
How frightening it is to look at your ROTH, IRA Rollover, Brokerage Account, etc., and see a performance number with a dreaded minus next...
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John-Mark Young
Oct 22, 20224 min read
GOVERNMENT TREASURIES: BACK IN VOGUE
In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...
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Kelly Kranstuber
Sep 9, 20224 min read
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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Whitaker Myers
Aug 4, 20224 min read
SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?
The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...
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John-Mark Young
Jul 13, 20224 min read
BEAR MARKET STRATEGY: TAX LOSS HARVESTING
Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...
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John-Mark Young
Jul 6, 20225 min read
THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?
How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...
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Kelly Kranstuber
Jun 7, 20225 min read
BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES
Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...
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John-Mark Young
May 31, 20225 min read
INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)
2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...
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Griffin Lusk
May 30, 20223 min read
SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM
Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my...
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Clay Reynolds
May 26, 20223 min read
I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?
I-Bonds and Treasury Inflation-Protected Securities (TIPS) are investments that offer principal protection. These investments are...
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John-Mark Young
May 9, 20226 min read
WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022
The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...
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