top of page


Giving: God, Gospel & Generosity
I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

John-Mark Young
Oct 22, 20237 min read


Breakfast on the go
Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

Lindsey Curry
Oct 19, 20235 min read


What Ohio’s EdChoice program can mean for you, and what scholarship money could be available
Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

Jake Buckwalter
Sep 20, 20232 min read


Breaking the cycle of Paycheck to Paycheck in 4 Steps
Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

Drew Hodgson
Sep 14, 20234 min read


What is an Emergency Fund, and Why Do I Need One?
An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

Stephen Armstrong
Sep 14, 20233 min read


Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

John-Mark Young
Sep 2, 20236 min read


Monthly College Planning Update: August 2023
What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...

John-Mark Young
Aug 12, 20234 min read


John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation
President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...

Whitaker Myers
Aug 12, 20232 min read


Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank
Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...

John-Mark Young
Aug 8, 20233 min read


OPTIMAL SAVING & INVESTING
Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

Drew Hodgson
Jul 30, 20234 min read


PROACTIVE APPROACH ON BACK TO SCHOOL
Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...

Lindsey Curry
Jul 30, 20233 min read


WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS
Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...

John-Mark Young
Jul 22, 20235 min read


WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN
Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...

John-Mark Young
Jul 14, 20235 min read


2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS
A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...

John-Mark Young
Jul 8, 20235 min read


MONTHLY COLLEGE PLANNING UPDATE: JULY 2023
That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

John-Mark Young
Jul 8, 20237 min read


MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS
The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

John-Mark Young
Jul 3, 20234 min read


7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023
Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

John-Mark Young
Jul 3, 20237 min read


15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

John-Mark Young
Jul 1, 20236 min read


CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now, remember, LinkedIn is supposed to be the anti-Facebook social media website. Anti-social media in the sense that for busy professionals, it’s a way to share their expertise in a given area, congratulate other professionals on their success regarding awards and promotions, and even learn something along the way with tools such as LinkedIn Learning. However, lately, it’s been a barrage of me watching so

John-Mark Young
Jun 30, 20236 min read


THE WASH SALE RULE
Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...

Kelly Kranstuber
Jun 28, 20232 min read
bottom of page