Nick Allen
Monetary Policy vs Fiscal Policy: What’s What with the Economy
It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...
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Nick Allen
Aug 194 min read
Individual Stocks: Risk, Reward
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
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Nick Allen
Jun 173 min read
Making a House a Home: Simple Fixes on a Budget
There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...
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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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Nick Allen
Dec 19, 20233 min read
Putting a Premium on Trust
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
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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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Nick Allen
Jun 24, 20233 min read
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...
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Nick Allen
Jun 14, 20232 min read
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...
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Nick Allen
May 17, 20233 min read
MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?
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Nick Allen
Apr 26, 20233 min read
INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
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Nick Allen
Feb 1, 20232 min read
HOW FIDUCIARY ADVISORS WORK FOR YOU
In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.
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Whitaker Myers
Jan 18, 20232 min read
A HOLISTIC APPROACH TO FINANCIAL PLANNING
What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...
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Nick Allen
Jan 5, 20233 min read
Inflation’s Impact on Your Debt
With 2023 off to a furious start, we will look at three (there are more) key ways interest rates impact your budget.
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