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BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES
Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide any kind of research or decision-making; I simply use it as it is intended which is for entertainment and informational purposes only. Normally it is just background noise while I go about my day but I do occasionally tune in to my favorite show, Making Money with Charles Payne. Out of all the shows on Fox Business from opening bell to marke

Whitaker Myers
Jun 7, 20225 min read


INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)
2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...

John-Mark Young
May 31, 20225 min read


SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM
Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my goal in this quick piece is to give you what is hopefully a nice, quick breather from the typical top headlines and narratives. Inflation is a word that can, and especially now, leave a bad taste in your mouth. Let’s touch on this inflation topic a little bit for the month of April but also point to some other facts: As of end of April ’22, th

Whitaker Myers
May 30, 20223 min read


I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?
I-Bonds and Treasury Inflation-Protected Securities (TIPS) are investments that offer principal protection. These investments are...

Clay Reynolds
May 26, 20223 min read


STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?
Jeopardy! for the Win!!! While watching Jeopardy! a few weeks back, there was a young woman, who just became that rounds new Jeopardy!...

Lindsey Curry
May 10, 20224 min read


WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022
The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

John-Mark Young
May 9, 20226 min read


AMERICAN SAVING RATES BY AGE: BEN & ARTHUR
Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...

Whitaker Myers
Apr 26, 20224 min read


NEW RAMSEY PERSONALITY: KRISTINA ELLIS
Guess what everyone!! Ramsey Solutions has a new personality that you may have heard on the air recently or maybe you have seen her on...

Whitaker Myers
Apr 26, 20223 min read


NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE
What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing such high volatility in the markets for the year 2022? This one word that we, the consumers, are feeling on a day-to-day basis, Inflation. Since the Covid-19 pandemic begun here in the United States, the Federal Reserve began stimulating the economy, as we all remember those months in 2020 where only “essential workers” reported for work, stim

Whitaker Myers
Apr 17, 20226 min read


COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not only do you get to reap the benefits of your hard work but knowing you have a stake in the company directly leads to working harder and taking more pride in your work and pride in your company. Your company knows this; that is why they offer company stock in your retirement plan. Being proud of your work and company you work for is great bu

Whitaker Myers
Apr 12, 20223 min read


PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER
The time has come to make the next big decision for your future. You have a steady job, making a decent income, and either want to start...

Lindsey Curry
Apr 12, 20225 min read


WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...

Logan Doup
Apr 12, 20223 min read


FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP
There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

John-Mark Young
Apr 6, 20225 min read


APRIL 1ST IS 401(K) DAY!
Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...

Whitaker Myers
Apr 6, 20223 min read


REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES
If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by utilizing 4 categories of mutual funds and ETFs that include Growth, Growth & Income, Aggressive Growth, & International funds. One of our very own advisors, Logan Doup, explains the basics of these 4 categories in-depth in a previous article. You can read that article here to indulge yourself with building a simple foundation of knowledge for t

Whitaker Myers
Apr 1, 20225 min read


NUMBER ONE INDICATOR OF WEALTH
Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...

Whitaker Myers
Mar 25, 20224 min read


GAS SAVINGS: TIPS & TRICKS
Do the current prices at the gas pump have you contemplating pulling out your old 10 speed bike buried deep in the back part of the...

Lindsey Curry
Mar 25, 20223 min read


GAS. GROCERIES. AND GROWING PRICE INCREASES.
I’m sure you have seen the rise in gas prices lately. They started out slowly, increasing gradually, but this past few weeks how can you...

Lindsey Curry
Mar 19, 20228 min read


HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...

Logan Doup
Mar 16, 20222 min read


TERM VS. WHOLE LIFE INSURANCE
Acquiring life insurance is one of the most important considerations a person can do to protect their loved ones after death. Two of the...

Whitaker Myers
Mar 15, 20225 min read
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