Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

Intentionality Series: Part 3

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

Grant Jennings joins Whitaker-Myers Wealth Managers

Intentionality Series: Part 2

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

Actively Managed vs. Passively Managed Funds

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

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...

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...

Asset Location vs Asset Allocation

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

It’s a Risky Business, or is it?

When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...

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,...

Should I Use Gold or Bitcoin in my Diversified Portfolio?

With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...