Investing | Whitaker Myers 2/3

Commonly Used Investing Terms That All Investors Should Know

Kelly Kranstuber

Nov 2, 20235 min read

Commonly Used Investing Terms That All Investors Should Know

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

Nick Allen

May 17, 20233 min read

Stock Market Investing

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

What are the differences between mutual funds and ETFs?

Whitaker Myers

Apr 5, 20233 min read

THE IMPORTANCE OF PORTFOLIO REBALANCING

Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.

Drew Hodgson

Mar 21, 20233 min read

Financial Coaching

REWIRE THE BRAIN IN A BEAR MARKET

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

John-Mark Young

Mar 18, 20234 min read

Retirement Planning

INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

Andrew Young

Mar 15, 20233 min read

Financial Coaching

INVESTING AND OUR HABITS

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

John-Mark Young

Feb 15, 20236 min read

Stock Market Investing

CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

Drew Hodgson

Dec 22, 20223 min read

Financial Coaching

ORGANIZING YOUR FINANCES IN 2023

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Matthew Harris

Dec 15, 20225 min read

Stock Market Investing

STOCKS, BONDS, AND BEYOND FOR INVESTING

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

Drew Hodgson

Dec 8, 20224 min read

Retirement Planning

HOW RISK TOLERANCE AFFECTS YOUR FUTURE

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...

3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING

Drew Hodgson

Nov 24, 20224 min read

Financial Coaching

3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING

Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...

Jake Buckwalter

Nov 23, 20223 min read

Financial Coaching

SHOULD INVESTING BE BORING?

Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...

Nick Allen

Nov 10, 20224 min read

Financial Coaching

MEASURING YOUR RISK BEFORE INVESTING

You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

Kelly Kranstuber

Sep 9, 20224 min read

Financial Coaching

SMART INVESTORS DIVERSIFY

Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

Clay Reynolds

Jun 23, 20223 min read

Financial Coaching

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...

John-Mark Young

Jun 15, 20223 min read

Financial Coaching

BEAR MARKETS: NORMAL BUT NOT FUN

Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

Kelly Kranstuber

Jun 7, 20225 min read

Financial Coaching

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...

WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

John-Mark Young

May 9, 20226 min read

Financial Coaching

WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

Kelly Kranstuber

Apr 12, 20223 min read

Financial Coaching

COMPANY STOCK: HOW MUCH IS TOO MUCH?

Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

John-Mark Young

Feb 23, 20212 min read

Financial Coaching

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

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