John-Mark Young
HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM
"This part of the crisis is over. Everyone should just take a deep breath." - JP Morgan Chief Executive Jamie Dimon On the morning of...
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Logan Doup
May 3, 20235 min read
TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES
Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...
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Matthew Harris
May 3, 20235 min read
ALL THINGS EMERGENCY FUNDS
ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...
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Beth Anne Allen
Apr 30, 20233 min read
BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY
When you think Cinco de Mayo, you immediately think of dinner with friends consuming all things tacos, fajitas, guac, and salsa, right?
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Nick Allen
Apr 26, 20233 min read
INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
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Whitaker Myers
Apr 25, 20232 min read
NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN
What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...
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Kelly Kranstuber
Apr 22, 20233 min read
FACTS OVER FEAR FOR FINANCES
Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.
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John-Mark Young
Apr 20, 20237 min read
WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...
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Beth Anne Allen
Apr 12, 20234 min read
SAVE ON SPRING CLEANING
With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...
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Lindsey Curry
Apr 9, 20236 min read
COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER
If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...
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Whitaker Myers
Apr 5, 20233 min read
THE IMPORTANCE OF PORTFOLIO REBALANCING
Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.
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John-Mark Young
Mar 25, 20236 min read
THE STOCK MARKET: BACK TO THE BASICS
Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.
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Drew Hodgson
Mar 21, 20233 min read
REWIRE THE BRAIN IN A BEAR MARKET
As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.
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Beth Anne Allen
Mar 21, 20233 min read
BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY
We have the temptation to overspend any time we're traveling, but we also have the opportunity to plan ahead and prepare, and save!
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Jake Buckwalter
Mar 21, 20233 min read
MY EXTRA CASH AND WHERE IT SHOULD GO
Let's review some options to get the most out of your hard-earned money.
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Whitaker Myers
Mar 20, 20234 min read
PIZZA NIGHT ON A BUDGET
Are you ever longing for Friday night to bite into that delicious crispy crust and melted cheese on the pizza you know you will order to...
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John-Mark Young
Mar 18, 20237 min read
RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES
The recent failure of three U.S. banks has raised concerns over the economy and financial system.
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John-Mark Young
Mar 18, 20234 min read
INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...
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Beth Anne Allen
Mar 15, 20231 min read
A Sunny-Side Up Kind Of Breakfast
Afraid you’ll have corned beef leftover from St. Patrick’s Day and already dreading reheating it and trying to find sides?
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Andrew Young
Mar 15, 20233 min read
INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.
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