Matthew Harris
Which Workplace Retirement Plan Should I Select?
Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...
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Nick Allen
Aug 24, 20235 min read
College Savings Options
Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...
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Stephen Armstrong
Aug 17, 20234 min read
All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth
Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...
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Andrew Young
Aug 17, 20232 min read
The High Earners Tax - Net Investment Income Tax
One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...
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John-Mark Young
Aug 12, 20234 min read
Monthly College Planning Update: August 2023
What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...
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Whitaker Myers
Aug 12, 20232 min read
John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation
President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...
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John-Mark Young
Aug 12, 20235 min read
What We Learned in the Markets This Week: August 11th 2023
1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...
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John-Mark Young
Aug 8, 20233 min read
Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank
Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...
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John-Mark Young
Aug 4, 20236 min read
What Fitch's U.S. Debt Downgrade Means for Investors
Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...
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Jake Buckwalter
Aug 2, 20232 min read
RISK ASSETS
Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....
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John-Mark Young
Aug 2, 20237 min read
HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...
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Drew Hodgson
Jul 30, 20234 min read
OPTIMAL SAVING & INVESTING
Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...
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Lindsey Curry
Jul 30, 20233 min read
PROACTIVE APPROACH ON BACK TO SCHOOL
Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...
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John-Mark Young
Jul 22, 20235 min read
WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS
Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...
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John-Mark Young
Jul 14, 20235 min read
WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN
Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...
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John-Mark Young
Jul 8, 20235 min read
2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS
A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...
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John-Mark Young
Jul 8, 20237 min read
MONTHLY COLLEGE PLANNING UPDATE: JULY 2023
That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...
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John-Mark Young
Jul 3, 20234 min read
MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS
The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...
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John-Mark Young
Jul 3, 20237 min read
7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023
Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...
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John-Mark Young
Jul 1, 20236 min read
15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...
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