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Market Update

At Whitaker-Myers Wealth Managers, one of our core values is to have the heart of a teacher. Meaning, we want to educate and inform our clients as much as we can.

That is especially true in a time like this when there is a lot going on in the world and the stock market is seeing the affects of that. Our hope is that the video below will help you understand what we are looking at when we are making our recommendations to our clients.

Dave Ramsey's Thoughts on How the Coronavirus is Affecting the Economy

Last week, we shared a few articles that we have found to be helpful in understanding what is happening with the stock market. If you missed those, you can check them out here.

We want to continue to provide helpful information to you because we understand that it can be hard to know what to think about everything you are hearing in the media. 

What Should I Do With My 401(K) From My Previous Employer?

If you recently got a new job, you may be wondering what you should do with your 401(K) (or another employer plan) from your previous employer.

The good news is that you have options.

The 3 Main Options To Choose From When Rolling Over Your 401(K):

  • Option 1: Leave the 401(K) with your previous employer

When you leave, you may have the choice to leave your 401(K) at your previous employer. (There can be exceptions to this, so please be sure you are reading the paperwork they send you after you leave.)

What Is A Roth IRA?

As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for retirement. Sometimes they have heard Dave talk about this but they don’t completely understand what it is or the “why” behind it.