Andrew Young
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...
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Summit Puri
May 204 min read
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...
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Logan Doup
May 133 min read
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...
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Summit Puri
May 133 min read
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,...
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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.
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Summit Puri
May 63 min read
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...
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Lindsey Curry
May 63 min read
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...
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Summit Puri
Apr 292 min read
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...
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Stephen Armstrong
Apr 293 min read
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...
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Summit Puri
Apr 224 min read
The Phases of Retirement
Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...
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Drew Hodgson
Apr 223 min read
Old 401k rollovers - What to do with them
One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...
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Summit Puri
Apr 153 min read
One metric to rule them all, or not. Part 3
As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...
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Clay Reynolds
Apr 153 min read
Reasons to Schedule a Meeting with Your Financial Advisor
A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...
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Summit Puri
Apr 43 min read
One metric to rule them all, or not. Part 2
As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...
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John-Mark Young
Mar 316 min read
Should I Use Gold or Bitcoin in my Diversified Portfolio?
With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...
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Summit Puri
Mar 274 min read
One metric to rule them all, or not. Part 1
‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...
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Lindsey Curry
Mar 274 min read
Saving Better at the Grocery Store
One of the most common topics I discuss during meetings with financial coaching clients is how to save at the grocery store. Buying...
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Summit Puri
Mar 253 min read
Are you wealthy, rich, somewhere in between, or nowhere close?
What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...
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Lindsey Curry
Mar 197 min read
WMWM College Planning Update: March 2024
Not only does March bring green drinks, foul weather, and March Madness, it's also supposed to be the time college acceptances arrive...
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Kelly Kranstuber
Mar 184 min read
Baby Step Motivation
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...
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