If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the first week of June 2023, we experienced this more than ever with stocks such as Nvidia...
Articles
Posted June 02, 2023
Understanding the Costs of Daily Operations
In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small business owner, Kage Rush, to discuss the thought process and steps needed to open and continue to operate a successful small business or...
Posted May 25, 2023
The Right Setup
In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small business owner, Kage Rush, to discuss the thought process and steps needed to open and continue to operate a successful small business or side hustle. Our...
Posted May 25, 2023
Fresh Seasonal Choices
Did you know shopping seasonally can save you money? Especially when buying produce! If you purchase what is currently in season, it will be cheaper than those out-of-season options. This is why buying strawberries in the middle of winter can seem astronomical...
Posted May 22, 2023
May 22, 2023
John-Mark Young, MBA | President, Chief Investment Officer
Let me start out by saying if Dave Ramsey would do a solid for his country and ...
Posted May 18, 2023
Beginning Steps
In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small business owner, Kage Rush, to discuss the thought process...
Posted May 18, 2023
How do Mutual Funds and ETFs Differ?
When it comes to investing in equities, it’s generally most efficient to buy mutual funds or ETFs (Exchange-Traded Funds), which are both “baskets...
Posted May 18, 2023
The when and why you will need long-term disability
Long-term disability insurance is a type of insurance that provides financial protection to individuals in the event of an illness or injury that results in a long-term disability. This insurance is designed to replace a portion of the insured...
Posted May 11, 2023
Dollar Cost Averaging or Lump Sum
When funding investment accounts, clients are often aware that they could invest it all at once in a lump sum or over time using the dollar cost average method.
Lump Sum
/ˌləmp ˈsəm/
noun
a single payment made...
Posted May 08, 2023
Mother’s Day Brunch
We all want to celebrate moms well, and most of the time, the best gift you can give them is time with their families. When Mother’s Day approaches, the ideas for what to do and what to buy are constantly thrown around –What present do we buy? What is their favorite food or...
Posted May 04, 2023
May 5, 2023
John-Mark Young, MBA | President, Chief Investment Officer
"This part of the...
Posted May 04, 2023
Your Savings, Investments, & Taxes
TAXES. Love or hate them, if you live in the United States of America, you can participate in our excellent tax system. At Whitaker-Myers Wealth Managers, we strive to provide the best advice and individualized financial plans to...
Posted May 04, 2023
What is an Emergency Fund?
Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to cover unbudgeted and unforeseen expenses. Many call these accounts “rainy-day funds” or “savings accounts,” but they all serve the same purpose. The two broad...
Posted May 01, 2023
Cinco De Mayo
When you think Cinco de Mayo, you immediately think of dinner with friends consuming all things tacos, fajitas, guac, and salsa, right? Why not start this year’s Cinco de Mayo with a hearty, delicious Mexican breakfast to get your day going instead of only looking forward to dinner...
Posted April 27, 2023
Equity-Based Benchmarks
Investing in the stock market comes with inherent risk. The stock market has highs and lows, but how can you measure your investment portfolio’s success? One job of a financial advisor is to compare their investment strategy to a benchmark. Benchmarks provide some clarity...
Posted April 26, 2023
What should I do if my identity is stolen?
Finding out that you are a victim of identity theft is very unnerving. You start having millions of questions, the first of which is likely, “What should I do now?”
If you have Identity Theft Protection, the first step is to file a claim with...
Posted April 23, 2023
Here’s why the world is not ending financially…
There has been much talk recently about the world coming to an end financially. Whether it's the growing national debt, the stock market volatility, bank failure, or the economic downturns in various countries, there always seems to be some doom...
Posted April 21, 2023
April 21, 2023
John-Mark Young, MBA | President, Chief Investment Officer
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth...
Posted April 13, 2023
Spring Cleaning 101
With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an overwhelming task they want to avoid and are willing to pay (on average) $200 or more for this service to be done for them. Instead of...
Posted April 10, 2023
If The Financial Aid Awards Are Lacking
In April, parents of high school seniors are looking at their financial aid letters. It's a stormy time for many families. Parents are trying to figure out how to bridge the gap between the school's sticker price, and the amount of...
Posted April 06, 2023
Portfolio Rebalancing
Investors often diversify their portfolios to mitigate risk and increase their chances of long-term success. However, over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk. That is where portfolio rebalancing comes into...
Posted March 26, 2023
As you can imagine, I’ve heard them all. Every story from everyone’s “in the know” uncle or someone who watched a Tucker Carlson special (by the way, I got nothing but love for Tucker other than his sensationalizing he MUST do for ratings) or the horror story from their neighbor. What specific...
Posted March 22, 2023
What do I do with extra cash?
Much has changed in the last two years regarding interest rates and how it affects the money in my accounts. We are now in an environment where there is a real benefit to be made if you know where to look, both in a regular savings account or with interest-bearing...
Posted March 22, 2023
When to go against the grain
As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do, and the reason is simple…. Reactions...
Posted March 22, 2023
Staying on a Budget While Traveling
Do you have an upcoming trip planned? Maybe you’re already dreaming of the sunshine you’ll be experiencing in a couple of weeks for spring break. Whatever the case, we have the temptation to overspend any time we're traveling, but we also have the opportunity...
