Summit Puri
What is the Volatility Index, and how does it impact investments?
Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...
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Summit Puri
Apr 224 min read
The Phases of Retirement
Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...
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Summit Puri
Apr 153 min read
One metric to rule them all, or not. Part 3
As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...
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Summit Puri
Apr 43 min read
One metric to rule them all, or not. Part 2
As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...
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Summit Puri
Mar 274 min read
One metric to rule them all, or not. Part 1
‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...
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Summit Puri
Mar 253 min read
Are you wealthy, rich, somewhere in between, or nowhere close?
What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...
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Summit Puri
Mar 184 min read
Purchasing Power: The highs and lows
Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...
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Summit Puri
Mar 113 min read
Mean Median and Mode: How they equate to your finances today
Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...
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Summit Puri
Mar 44 min read
Opportunity cost: An objective valuation and impact of your decisions
Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...
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Summit Puri
Feb 266 min read
Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....
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Summit Puri
Feb 83 min read
Artificial intelligence in Investing
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
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Summit Puri
Feb 14 min read
Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
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Summit Puri
Jan 253 min read
Investing Metrics, Key Risk Metrics
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...
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Summit Puri
Jan 196 min read
Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
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Summit Puri
Jan 124 min read
Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
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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...
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