Whitaker-Myers Wealth Managers | Whitaker Myers 2/5

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...

Have you thought about Disability Insurance? If not, the time is now.

Robyn Minnear

Sep 235 min read

Have you thought about Disability Insurance? If not, the time is now.

Most Valu able Asset Your most valuable asset isn’t your home, car, or retirement account. It’s the ability to make an income. Your...

Monetary Policy vs Fiscal Policy: What’s What with the Economy

Nick Allen

Sep 164 min read

Economy

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...

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

John-Mark Young

Sep 165 min read

Retirement Planning

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....

Summit Puri

Sep 92 min read

Economy

Intentionality Series: Part 1

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Clay Reynolds

Sep 92 min read

Economy

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

Summit Puri

Sep 32 min read

Retirement Planning

Timing vs. Time in the Market

Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

David Gearhart

Sep 33 min read

Retirement Planning

Options for Retiring Before 59 ½

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

When is a good time to refinance your mortgage?

Summit Puri

Aug 193 min read

Economy

When is a good time to refinance your mortgage?

Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

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...

Summit Puri

Aug 122 min read

Financial Coaching

HENRY - High earners, not rich yet

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

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

Aug 53 min read

Economy

Risk Ability vs. Risk Tolerance

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Systematic and Unsystematic Risk Factors

Summit Puri

Jul 293 min read

Economy

Systematic and Unsystematic Risk Factors

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

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...

Taxes, it’s not really a love-hate relationship, is it?

Summit Puri

Jul 222 min read

Stock Market Investing

Taxes, it’s not really a love-hate relationship, is it?

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

Lindsey Curry

Jul 222 min read

Financial Coaching

Christmas in July Mindset

Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...

Summit Puri

Jul 153 min read

Economy

Fundamental and Technical Analyses

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Removing Private Mortgage Insurance (PMI) from your Mortgage

Andrew Young

Jul 152 min read

Economy

Removing Private Mortgage Insurance (PMI) from your Mortgage

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

Summit Puri

Jul 83 min read

Stock Market Investing

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...

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