Blog | Whitaker Myers Wealth Management

Lindsey Curry

Dec 15, 20223 min read

THE IMPORTANCE OF A YEAREND RECAP

A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...

Matthew Harris

Dec 15, 20225 min read

Stock Market Investing

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...

Nick Allen

Dec 8, 20223 min read

Financial Coaching

STARTING A SMALL BUSINESS

With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...

Drew Hodgson

Dec 8, 20224 min read

Retirement Planning

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...

ARE YOU BEING TOO CONSERVATIVE WITH YOUR RETIREMENT INVESTMENTS? HOW NOT TAKING ENOUGH RISK CAN AFFE

Kelly Kranstuber

Dec 6, 20224 min read

Financial Coaching

ARE YOU BEING TOO CONSERVATIVE WITH YOUR RETIREMENT INVESTMENTS? HOW NOT TAKING ENOUGH RISK CAN AFFE

What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this...

WHAT IS A FINANCIAL COACH, AND WHY DO I NEED ONE?

Lindsey Curry

Dec 1, 20224 min read

WHAT IS A FINANCIAL COACH, AND WHY DO I NEED ONE?

Financial Coach, who is that? Perhaps a Financial Coach is someone you have never heard of, but someone you never knew that you needed. A...

Nick Allen

Nov 30, 20223 min read

Financial Coaching

SHOULD I BUY OR RENT?

The Decision to Buy or Rent: There comes a time in life when we all move out of our parent’s house – whether it’s leaving for college,...

BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA

John-Mark Young

Nov 27, 20225 min read

Financial Coaching

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...

2023 RETIREMENT CONTRIBUTION BEST PRACTICES

Nick Allen

Nov 25, 20223 min read

Financial Coaching

2023 RETIREMENT CONTRIBUTION BEST PRACTICES

The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...

3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING

Drew Hodgson

Nov 24, 20224 min read

Financial Coaching

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...

HIGH YIELD SAVINGS ACCOUNTS & MONEY MARKETS – FREE MONEY

Andrew Young

Nov 23, 20223 min read

Financial Coaching

HIGH YIELD SAVINGS ACCOUNTS & MONEY MARKETS – FREE MONEY

One thing I’ve been talking about with clients more this year, especially as the year has progressed and interest rates have increased,...

Jake Buckwalter

Nov 23, 20223 min read

Financial Coaching

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...

Nick Allen

Nov 17, 20223 min read

Financial Coaching

STAYING ON BUDGET THIS CHRISTMAS

With the Christmas Season rapidly approaching and inflation at an all-time high you may have already thought about your shopping budget....

UNIQUE GIFTING IDEAS WITH GIFT CARDS – BOTH TO GIVE AND RECEIVE!

Lindsey Curry

Nov 17, 20224 min read

Financial Coaching

UNIQUE GIFTING IDEAS WITH GIFT CARDS – BOTH TO GIVE AND RECEIVE!

Have you thought of asking for or giving a gift card recently? “What would you like for your birthday?” Or how about, “Is there anything...

Drew Hodgson

Nov 10, 20223 min read

Financial Coaching

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,...

THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY, PART II – THE MEAL PLAN

Lindsey Curry

Nov 10, 20224 min read

Financial Coaching

THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY, PART II – THE MEAL PLAN

The importance of meal planning As important as an exercise program is, the same importance is placed on meal planning, both if you’re...

LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

Stephen Armstrong

Nov 10, 20222 min read

Financial Coaching

LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...

Nick Allen

Nov 10, 20224 min read

Financial Coaching

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...

THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY. PART 1 – THE GROCERY LIST

Lindsey Curry

Nov 3, 20224 min read

Financial Coaching

THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY. PART 1 – THE GROCERY LIST

Mistakes easily made with the grocery store. Have you ever run into the grocery store for “just a few things” and ended up with “a few...

Logan Doup

Nov 3, 20223 min read

Financial Coaching

SAVING FOR COLLEGE USING A 529

How do I save for my kid’s future college expenses? As Advisors, this is a common question that clients have for us. There are many ways...

Client Logins

Our Team

Services

Our Locations

Support Team

Tax ELP Team

Financial Coaches

Associate Financial Advisors

Financial Advisors

Christian Values Portfolio

Financial Peace University

Financial Coaching

Corporate Services

Personal Services