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INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

Nick Allen
Apr 26, 20233 min read


NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN
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...

Whitaker Myers
Apr 25, 20232 min read


FACTS OVER FEAR FOR FINANCES
Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

Whitaker Myers
Apr 22, 20233 min read


WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

John-Mark Young
Apr 20, 20237 min read


SAVE ON SPRING CLEANING
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 rearranging your monthly budget to find those additional dollars, save that money for something else (wanted or needed) and create a systematic room-by-room schedule to tackle your spring cleaning yourself this

Lindsey Curry
Apr 12, 20234 min read


COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER
If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

Lindsey Curry
Apr 9, 20236 min read


REWIRE THE BRAIN IN A BEAR MARKET
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.

Drew Hodgson
Mar 21, 20233 min read


MY EXTRA CASH AND WHERE IT SHOULD GO
Let's review some options to get the most out of your hard-earned money.

Jake Buckwalter
Mar 21, 20233 min read


INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

Andrew Young
Mar 15, 20233 min read


WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS
To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

Whitaker Myers
Mar 13, 20233 min read


HOW OUR HABITS CAN IMPACT OUR FINANCES
Like a fitness coach might map out and encourage healthy habits, so does a financial coach.

Lindsey Curry
Mar 9, 20233 min read


QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR
Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.

Logan Doup
Mar 9, 20233 min read


THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME
“My house is paid off, but I have other debt; should I do a home equity line of credit?” Lets talk about it.

Drew Hodgson
Mar 3, 20233 min read


DON’T LET YOUR HEATING BILL SURPRISE YOU
Let’s be proactive in our approach to cold temperatures, so we don’t shake the budget when they do hit.

Lindsey Curry
Mar 3, 20233 min read


CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!
Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

John-Mark Young
Feb 15, 20236 min read


FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB
In this article, we will share some suggestions on how to increase your income.

Matthew Harris
Feb 11, 20236 min read


HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH
The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...

Drew Hodgson
Feb 11, 20233 min read


HOW FIDUCIARY ADVISORS WORK FOR YOU
In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.

Nick Allen
Feb 1, 20232 min read


WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT
With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.

Jake Buckwalter
Jan 27, 20232 min read


A HOLISTIC APPROACH TO FINANCIAL PLANNING
What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

Whitaker Myers
Jan 18, 20232 min read
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