Summit Puri
Purchasing Power: The highs and lows
Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...
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Summit Puri
Mar 113 min read
Mean Median and Mode: How they equate to your finances today
Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...
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John-Mark Young
Mar 55 min read
Election Coverage 2024: Presidential Elections & Their Impact on Markets
How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...
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Summit Puri
Mar 44 min read
Opportunity cost: An objective valuation and impact of your decisions
Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...
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David Gearhart
Feb 293 min read
Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...
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Summit Puri
Feb 266 min read
Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....
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Andrew Young
Feb 262 min read
New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
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Summit Puri
Feb 153 min read
The Wealthy Concept: but make it We(a)llthy!
How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...
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Jake Buckwalter
Feb 153 min read
Roth Conversions and if they are a good option for you
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
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Summit Puri
Feb 83 min read
Artificial intelligence in Investing
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
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Nick Allen
Feb 83 min read
Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
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Summit Puri
Feb 14 min read
Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
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Clay Reynolds
Feb 13 min read
Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
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Summit Puri
Jan 253 min read
Investing Metrics, Key Risk Metrics
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...
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Joshua Paletta
Jan 255 min read
How Can Faith Impact Your Finances?
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...
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Summit Puri
Jan 196 min read
Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
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Matthew Harris
Jan 196 min read
Should I pay attention to the Capital Gains Tax, and how will it affect me?
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...
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Summit Puri
Jan 124 min read
Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
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Clay Reynolds
Jan 113 min read
Investing: Simple Not Easy
Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
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John-Mark Young
Jan 76 min read
How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
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