Stock Market | Whitaker Myers

The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

How Dollar-Cost Averaging Can Help Investors Get Into the Market

Stephen Armstrong

Sep 235 min read

How Dollar-Cost Averaging Can Help Investors Get Into the Market

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

Nick Allen

Aug 194 min read

Retirement Planning

Individual Stocks: Risk, Reward

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What Portfolio Rebalancing is, and its importance

Jake Buckwalter

Aug 123 min read

Retirement Planning

What Portfolio Rebalancing is, and its importance

What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...

Summit Puri

Jul 83 min read

Intrinsic vs Market Value/Price

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

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...

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

May 10, 20234 min read

TO INVEST ALL AT ONCE OR OVER TIME?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

John-Mark Young

Mar 25, 20236 min read

THE STOCK MARKET: BACK TO THE BASICS

Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.

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

John-Mark Young

Feb 15, 20236 min read

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...

John-Mark Young

Jun 15, 20223 min read

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...

WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

John-Mark Young

May 9, 20226 min read

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...

NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE

Dustin Burkhart

Apr 17, 20225 min read

NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE

What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...

Kelly Kranstuber

Apr 12, 20223 min read

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...

WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!

John-Mark Young

Feb 20, 20225 min read

WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!

My wife is a high school basketball coach. There are so many times she’ll create a game plan, explain the game plan to the ladies on her...

MARKET VOLATILITY RETURNS - JANUARY 2022

John-Mark Young

Jan 24, 20224 min read

MARKET VOLATILITY RETURNS - JANUARY 2022

Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...

John-Mark Young

Jun 7, 20213 min read

NEW MONTHLY REPORTING AVAILABLE

Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

Griffin Lusk

May 17, 20214 min read