Treasury yields have climbed to their highest levels in years, creating both opportunities and challenges for investors. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what rising interest rates and real yields mean for stocks, bonds, inflation, and why maintaining a balanced portfolio is more important than ever.

Is there a magic number for retirement? Not exactly. In this article, Associate Financial Advisor Ethan Barry explains why a successful retirement is about more than reaching a savings milestone—it's about creating a personalized income strategy that aligns with your goals, lifestyle, and long-term financial needs.

New tax rules for 2026 could create additional opportunities for taxpayers who make charitable cash contributions—even if they take the standard deduction. In this article, Financial Advisor Andrew Young explains how the updated deduction works, who qualifies, and how thoughtful charitable planning can maximize both your generosity and your tax savings.

Market volatility can make investors feel like they need to act—but sometimes the wisest decision is to stay the course. In this article, Financial Advisor Nick Allen explains why patience, discipline, and a long-term investment strategy can help investors avoid costly emotional decisions during uncertain markets.

The first half of 2026 reminded investors that headlines don't always dictate market performance. Despite inflation, geopolitical tensions, and ongoing uncertainty, diversified portfolios continued to benefit from staying invested and focused on long-term goals.

Beginning in 2026, higher-income employees will face new rules for 401(k) catch-up contributions under SECURE Act 2.0. In this article, Associate Financial Advisor Mica Dauch explains who is affected, why the change was made, and what it means for your retirement savings strategy.

Whitaker-Myers Wealth Managers is proud to announce that John-Mark Young, CFP®, has been named to AdvisorHub's 2026 Advisors to Watch ranking for the fourth consecutive year. The recognition highlights his commitment to comprehensive financial planning, tax-aware strategies, client service, and sustained practice growth.

Many people avoid looking closely at their finances because they don't know where to start or fear what they might find. In this practical guide, Associate Financial Advisor Drew Hodgson explains how taking a simple snapshot of your income and expenses can turn financial stress into clarity and help you build a plan for moving forward with confidence.

More than 30 years ago, Joe Mains and his wife discovered Dave Ramsey's teachings on a clearance rack cassette tape, a moment that forever changed their finances, marriage, and future. In this personal story, Joe shares how the same principles that helped him win with money recently inspired a life-changing health transformation and why lasting change begins when you're truly "sick and tired of being sick and tired."

Deciding when to claim Social Security is one of the most important retirement decisions you'll make. In this article, Associate Financial Advisor Mica Dauch explains the advantages of delaying benefits, important earnings limits to understand, special considerations for married couples, and how the breakeven age can help guide your claiming strategy.

Market volatility can tempt investors into making emotional decisions at exactly the wrong time. In this article, Financial Advisor Nick Allen explains why staying disciplined, trusting your long-term plan, and resisting the urge to react during downturns can often lead to better financial outcomes.

An Employee Stock Ownership Plan (ESOP) can become one of your greatest retirement assets—or one of your biggest risks if left unmanaged. In this article, Associate Financial Advisor Joseph Browning explains the three critical phases of ESOP planning: understanding your plan, diversifying strategically, and creating a tax-aware retirement income strategy.

The Thrift Savings Plan now allows in-plan Roth conversions, giving federal employees and military members new flexibility in managing retirement taxes. But while this strategy can unlock tax-free growth, it also comes with important rules, timing considerations, and potential pitfalls that require careful planning.

Most people rely on home and auto insurance to protect their assets—but what happens when those limits aren’t enough? Umbrella insurance provides an added layer of liability coverage that helps safeguard your savings, investments, and future income from unexpected claims or lawsuits.

Are you paying too much for your financial advisor—or not enough for the value you should be receiving? The real question isn’t about cost—it’s about what you’re getting in return. From investment management to tax strategies and behavioral coaching, learn how to evaluate whether your advisor is truly earning their fee.

When a spouse passes away, managing retirement accounts can quickly become confusing. Associate Financial Advisor Joseph Browning explains the key differences between keeping an IRA as inherited or treating it as your own—and how that decision can affect taxes, withdrawals, and long-term financial planning.

Many business owners assume a 401(k) plan is too expensive to start—but recent tax credits may significantly reduce the cost. Associate Financial Advisor David Gearhart explains how startup, employer contribution, and automatic enrollment credits can help businesses provide valuable retirement benefits while lowering their tax burden.

Financial Advisor Joe Mains reflects on a life-changing lesson he learned from Dave Ramsey during Financial Peace University—and how it reshaped his view of investing, retirement income, and legacy planning. Discover the powerful “10% principle” and what it could mean for your family’s future.

Markets move in cycles, and successful investing requires both long-term strategy and tactical flexibility. This article explores how strategic and tactical asset allocation can help investors manage risk, respond to changing market conditions, and make retirement withdrawals more efficiently. Learn how a disciplined approach can help navigate both bull and bear markets.

Retirement is often portrayed as a permanent vacation, but true fulfillment comes from purpose, relationships, and meaningful engagement. This article challenges the cultural “leisure lie” and explores how retirees can build a rewarding next chapter grounded in connection and contribution.