Blog | Whitaker Myers Wealth Management

David Gearhart

Sep 33 min read

Options for Retiring Before 59 ½

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

When is a good time to refinance your mortgage?

Summit Puri

Aug 193 min read

Economy

When is a good time to refinance your mortgage?

Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

Nick Allen

Aug 194 min read

Retirement Planning

Individual Stocks: Risk, Reward

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

Summit Puri

Aug 122 min read

Financial Coaching

HENRY - High earners, not rich yet

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

What Portfolio Rebalancing is, and its importance

Jake Buckwalter

Aug 123 min read

Retirement Planning

What Portfolio Rebalancing is, and its importance

What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...

Summit Puri

Aug 53 min read

Economy

Risk Ability vs. Risk Tolerance

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

The Historical Value of Commercial Real Estate

John-Mark Young

Aug 25 min read

The Historical Value of Commercial Real Estate

This is a quick article about why you might consider investing in commercial real estate in your investment portfolio at Schwab or Fidelity.

Systematic and Unsystematic Risk Factors

Summit Puri

Jul 293 min read

Economy

Systematic and Unsystematic Risk Factors

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

Whitaker-Myers Wealth Managers Named to AdvisorHub's Top 200 RIA Firm

Lindsey Curry

Jul 253 min read

Whitaker-Myers Wealth Managers Named to AdvisorHub's Top 200 RIA Firm

President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a third...

Taxes, it’s not really a love-hate relationship, is it?

Summit Puri

Jul 222 min read

Stock Market Investing

Taxes, it’s not really a love-hate relationship, is it?

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

Lindsey Curry

Jul 222 min read

Financial Coaching

Christmas in July Mindset

Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...

Summit Puri

Jul 153 min read

Economy

Fundamental and Technical Analyses

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Removing Private Mortgage Insurance (PMI) from your Mortgage

Andrew Young

Jul 152 min read

Economy

Removing Private Mortgage Insurance (PMI) from your Mortgage

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

Summit Puri

Jul 83 min read

Stock Market Investing

Intrinsic vs Market Value/Price

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

5 Timely Insights for Whitaker-Myers Wealth Managers Clients in the Second Half of 2024

John-Mark Young

Jul 67 min read

5 Timely Insights for Whitaker-Myers Wealth Managers Clients in the Second Half of 2024

Whitaker-Myers Wealth Managers gives investors 5 things to consider in the second half of 2024

Can I Do a Section 1031 Exchange With My Rental Property?

John-Mark Young

Jul 61 min read

Can I Do a Section 1031 Exchange With My Rental Property?

Navigating the complex landscape of real estate investment often requires a keen understanding of various financial strategies and tax...

Insurance: The extra layer of protection

Logan Doup

Jul 14 min read

Financial Coaching

Insurance: The extra layer of protection

When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

Summit Puri

Jul 14 min read

Retirement Planning

Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

Jake Buckwalter

Jun 242 min read

Economy

What is a Password Manager?

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

Clay Reynolds

Jun 242 min read

Retirement Planning

A Breakdown of SIMPLE IRAs

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

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