John-Mark Young | Whitaker Myers

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....

Whitaker-Myers Wealth Managers Named to AdvisorHub's Top 200 RIA Firm

Lindsey Curry

Jul 253 min read

Whitaker-Myers Wealth Managers Named to AdvisorHub's Top 200 RIA Firm

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

Should I Use Gold or Bitcoin in my Diversified Portfolio?

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...

Election Coverage 2024: Presidential Elections & Their Impact on Markets

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...

How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

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...

Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away

John-Mark Young

Dec 9, 20234 min read

Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

Financial Planning & The Bible: Retire to Something - Not from Something

John-Mark Young

Nov 7, 20235 min read

Financial Planning & The Bible: Retire to Something - Not from Something

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

Israel War & My Portfolio: Pray, Give & Stay Disciplined

John-Mark Young

Oct 11, 20237 min read

Israel War & My Portfolio: Pray, Give & Stay Disciplined

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

John-Mark Young

Oct 4, 20236 min read

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

John-Mark Young

Sep 2, 20236 min read

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

Why Bonds Are Still Essential for the Retirees Portfolio

John-Mark Young

Sep 2, 20236 min read

Why Bonds Are Still Essential for the Retirees Portfolio

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

John-Mark Young

Sep 2, 20236 min read

Economy

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

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

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...

WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

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...

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

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...

MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

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!...

MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

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...

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

John-Mark Young

Jul 3, 20237 min read