Blog | Whitaker Myers Wealth Management

Making a House a Home: Simple Fixes on a Budget

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...

Summit Puri

Jun 172 min read

Stock Market Investing

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,...

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

David Gearhart

Jun 103 min read

Stock Market Investing

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...

Summit Puri

Jun 103 min read

Stock Market Investing

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,...

Lindsey Curry

Jun 33 min read

College Planning

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...

Roth IRAs and Backdoor Roth IRA Contributions

Kelly Kranstuber

Jun 32 min read

Retirement Planning

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...

Alternative Investments – Private Credit

Summit Puri

Jun 33 min read

Economy

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...

Stephen Armstrong

May 283 min read

Economy

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...

Alternative Investments – Private Equity

Summit Puri

May 283 min read

Economy

Alternative Investments – Private Equity

Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Understanding the Relationship Between S&P 500 Earnings and Stock Prices

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.

Health Savings Accounts (HSAs) – The Triple Tax Advantage Account

Andrew Young

May 203 min read

Economy

Health Savings Accounts (HSAs) – The Triple Tax Advantage Account

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

Alternative investments – Structured notes

Summit Puri

May 204 min read

Economy

Alternative investments – Structured notes

Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...

Retirement Plans for a Small Business Owner

Logan Doup

May 133 min read

Retirement Planning

Retirement Plans for a Small Business Owner

Owning a small business is a rewarding investment Americans can make. Ideally, you get to work for yourself, set your hours, do what you...

Summit Puri

May 133 min read

Economy

REIT – Real Estate Investment Trusts

Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...

John-Mark Young

May 63 min read

RSU's Giving You The Blues?

This is a quick primer on Stock Options such as RSUs and RSOs.

Summit Puri

May 63 min read

Retirement Planning

Correlation of Assets in Your Portfolio

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

Lindsey Curry

May 63 min read

Financial Coaching

The benefit of buying off-season

Happy Mother’s Day! Congrats Grad! If you haven't already, you will hear and see these things very soon. You will also start to see many...

What is the Volatility Index, and how does it impact investments?

Summit Puri

Apr 292 min read

Retirement Planning

What is the Volatility Index, and how does it impact investments?

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Donor Advised Funds: One Way to Optimize Your Giving

Stephen Armstrong

Apr 293 min read

Economy

Donor Advised Funds: One Way to Optimize Your Giving

Do you have charitable intent? Maybe you are already an active donor. Do you generate a high annual income and want to take advantage...

Summit Puri

Apr 224 min read

Retirement Planning

The Phases of Retirement

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

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