Correlation of Assets in Your Portfolio

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

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...

The Phases of Retirement

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

Old 401k rollovers - What to do with them

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

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...

Reasons to Schedule a Meeting with Your Financial Advisor

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

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...

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...

Baby Step Motivation

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

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...

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....

New Features Available in 2024 for 529’s and Roth IRA Rollovers

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...