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...
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...
Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....
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...
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...
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...
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....
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...
Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...
Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...
What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...
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...
This is a quick article about why you might consider investing in commercial real estate in your investment portfolio at Schwab or Fidelity.
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...
President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a third...
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...
