Blog | Whitaker Myers Wealth Management

HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

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...

Drew Hodgson

Jul 30, 20234 min read

Financial Coaching

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...

Lindsey Curry

Jul 30, 20233 min read

Financial Coaching

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...

WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS

John-Mark Young

Jul 22, 20235 min read

Financial Coaching

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...

WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

John-Mark Young

Jul 14, 20235 min read

Financial Coaching

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...

2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS

John-Mark Young

Jul 8, 20235 min read

Financial Coaching

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...

MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

John-Mark Young

Jul 8, 20237 min read

Financial Coaching

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!...

MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

John-Mark Young

Jul 3, 20234 min read

Financial Coaching

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...

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

John-Mark Young

Jul 3, 20237 min read

Financial Coaching

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...

15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?

John-Mark Young

Jul 1, 20236 min read

Financial Coaching

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...

CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL

John-Mark Young

Jun 30, 20236 min read

Financial Coaching

CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL

Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...

Kelly Kranstuber

Jun 28, 20232 min read

Financial Coaching

THE WASH SALE RULE

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...

Drew Hodgson

Jun 28, 20233 min read

Financial Coaching

AVOIDING VACATION DEBT

Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...

Nick Allen

Jun 24, 20233 min read

Financial Coaching

WHAT IS AN AMORTIZED LOAN?

Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...

JOHN-MARK YOUNG NAMED TO 2023 FASTEST GROWING ADVISORS TO WATCH

Whitaker Myers

Jun 19, 20233 min read

Financial Coaching

JOHN-MARK YOUNG NAMED TO 2023 FASTEST GROWING ADVISORS TO WATCH

President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a second...

John-Mark Young

Jun 15, 20236 min read

Financial Coaching

DIRECT INDEXING: A BOLD NEW FRONTIER

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...

ESG INVESTING – REASONS FOR STEERING AWAY

Andrew Young

Jun 14, 20232 min read

Financial Coaching

ESG INVESTING – REASONS FOR STEERING AWAY

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND

Nick Allen

Jun 14, 20232 min read

Financial Coaching

MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...

LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

John-Mark Young

Jun 10, 20235 min read

Financial Coaching

LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

Beth Anne Allen

Jun 6, 20233 min read

Financial Coaching

PLANNING FOR THAT NEXT TRIP

Vacation Mode With the weather warming up and the sun shining more, we all long for that next vacation. Whether heading to the beach for...

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