Lindsey Curry
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...
top of page
Summit Puri
Jul 153 min read
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...
34
Andrew Young
Jul 152 min read
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...
33
Summit Puri
Jul 83 min read
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...
32
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
34
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...
33
Logan Doup
Jul 14 min read
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...
29
Summit Puri
Jul 14 min read
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...
31
Jake Buckwalter
Jun 242 min read
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...
41
Clay Reynolds
Jun 242 min read
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...
31
Nick Allen
Jun 173 min read
Making a House a Home: Simple Fixes on a Budget
There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...
32
Summit Puri
Jun 172 min read
Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...
36
David Gearhart
Jun 103 min read
What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...
39
Summit Puri
Jun 103 min read
It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...
45
Lindsey Curry
Jun 33 min read
WMWM College Planning Update: June 2024
Along with the final high school transcript sent to the college committed to, students who have been placed on wait-lists might send a...
33
Kelly Kranstuber
Jun 32 min read
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
41
Summit Puri
Jun 33 min read
Alternative Investments – Private Credit
Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...
32
Stephen Armstrong
May 283 min read
Selling Your Small Business
Are you thinking about selling your small business and sailing into the sunset? Have you poured blood, sweat, and tears into your small...
32
Summit Puri
May 283 min read
Alternative Investments – Private Equity
Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...
33
John-Mark Young
May 274 min read
Understanding the Relationship Between S&P 500 Earnings and Stock Prices
The S&P 500 earnings refer to the aggregate earnings of the companies included in the S&P 500 index.
42
bottom of page