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...

Investing: Simple Not Easy

Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.”  What makes it so simple is...

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...

Intrinsic Value vs. Market Value – What Do They Mean?

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

Why Investors Can Be Thankful After a Volatile Year

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

What Is A Brokerage Account?

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

How to Choose Your Financial Advisor

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

The Market Based Argument for Dave Ramsey's Four Categories

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

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 We Learned in the Markets This Week: August 11th 2023

1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...

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...