Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...

Markets rallied after news broke that the U.S. and China reached a 90-day trade agreement, reversing many of the April tariffs. Tariffs on Chinese goods dropped to 30%, and China’s on U.S. goods fell to 10%. President Trump’s tweet about 80% tariffs sparked concern, but Sunday night futures surged, erasing losses. This shift reduces uncertainty and mirrors 2018–2019 patterns. Long-term investors should stay focused, as history shows markets rebound once clarity returns.

In a global economy where international trade policies, such as tariffs, can heavily affect an investor’s portfolio, understanding how...

How to use section 351 ETF conversion to diversify concentrated stock positions.

John-Mark Young has officially earned the Certified Financial Planner® certification after 14 months of study and dedication.

Creating Offense and Defense In Your Portfolio Is The Key To Success In Retirement Investing.

Last week, we took a look at tax loss harvesting  and reviewed how to avoid capital gains, but we also saw examples of how this could...

When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...

Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to...

Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

In previous posts, we’ve discussed how when we look at comparing returns, it is important to make sure that we compare like to like. For...

The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

The new year can fill you with a sense of hope and expectation.  There are new goals to reach and new challenges to tackle.  Something...

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!”   It's not a common phrase...