MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?

Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL

Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...

THE WASH SALE RULE

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...

AVOIDING VACATION DEBT

Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...

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...

JOHN-MARK YOUNG NAMED TO 2023 FASTEST GROWING ADVISORS TO WATCH

President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a second...

DIRECT INDEXING: A BOLD NEW FRONTIER

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...

ESG INVESTING – REASONS FOR STEERING AWAY

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

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...

LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...