Articles

Posted March 27, 2020

As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping you with your money goals and questions! It is really important that we are available to do that even with everything that is going on. We are still open and meeting clients via Zoom video conference. Here is a little...

Posted March 27, 2020

You can meet our advisors and reach out to one of us here:

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Posted March 26, 2020

We know that the Coronavirus (COVID-19) has impacted all of us and yet the level of impact can vary depending on your specific circumstances. 

If your income is changing due to everything that is going on, we know that can be stressful. We also know that just as fear is contagious, so is...

Posted March 24, 2020

In an interview done in September 2019, fund manager Dan Ivascyn, who is the chief investment officer of PIMCO, where he leads the firms income, credit hedge fund and mortgage opportunistic strategies, explains the firms cautious outlook and why its stressing liquidity in managing assets.

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Posted March 13, 2020

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...

Posted March 06, 2020

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...

Posted February 28, 2020

If you have been watching the news and paying attention to the stock market over the past week, then you know the stock market has been down. We understand that can cause some questions so we wanted to direct you to a few articles that we have found to provide helpful information. 

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What Questions Should You Ask A Financial Advisor?
Posted February 27, 2020

We know that finding a Financial Advisor is a big decision. We also know that sometimes it can be hard to even know what questions you should ask a Financial Advisor when you are interviewing them. 

That's why today we are sharing a few questions you should ask a Financial Advisor. These...

Save Money & Pay Off Debt Using Dave Ramsey's Baby Steps - WKYC Segment
Posted February 21, 2020

As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping people save money, pay off debt, and achieve their financial goals. 

Dave Ramsey has 7 Baby Steps that he walks people through in his class, Financial Peace University as well as his book, The Total Money Makeover...

The SECURE Act Changes the Way People Inherit Money
Posted January 28, 2020

The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the inheritance is coming from retirement savings such as a Traditional IRA, Roth IRA, or Employer Plans such as a 401(K).

Previous to the SECURE Act, beneficiaries...

What Should I Do With My 401(K) From My Previous Employer?
Posted January 24, 2020

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:...

Posted December 31, 2020

As one of Dave Ramsey's Smartvestor Pros, you can imagine thtat we are passionate about helping people to achieve their money goals and be able to save more!

As we head into the New Year, it is typically a time that people start thinking about their money goals a little more. It's always...

Posted December 26, 2019

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.

As Dave Ramsey...

How To Host On A Budget
Posted November 26, 2019

It's the holiday season and chances are, you will either be hosting or attending quite a few dinners! 

If you are hosting and are looking for a few ways to save a little money, this post is for you!

8 Ways to Host on a Budget

  1. Consider buying inexpensive...
Non-Traditional or Alternative Gift Ideas
Posted November 25, 2019

I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like something we all want?! 

Most of us enjoy buying gifts for our loved ones but what do you do if your budget is a little tighter or if you can't think of...

How To Save For Christmas In 2 Months
Posted October 25, 2019

I know, I know… it isn’t even Halloween yet and I’m talking about Christmas! Don’t worry, I’m not trying to rush the year along! However, I am trying to help you save money for Christmas in 2 months so that you don’t have to put gifts on a credit card.

I don’t know anything that will make...

Posted September 23, 2019

If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in America today to have an overwhelming amount of debt. 

Actually, debt is...

Posted September 17, 2019

Do you? I mean, really… do you balance your checkbook (or your checking account)??

You are probably in one of three camps right now… Camp #1. Of course, doesn’t everyone? Or Camp #2. No! Do people seriously still do that? Or Camp #3. What on earth are you even talking about??

My...

Posted September 10, 2019

Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank stare. Followed by… “What is that?”

Simply put, a sinking fund is a savings that is for a specific purpose. It is NOT your emergency fund. It...

Posted August 01, 2017

Faith.Investments.Aligned.

For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio. Customized to each client based on their personal risk tolerance and goals, the Christian Values Portfolio has these characteristics...