Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what? This article will outline your options and point out some pros and cons of each option. Option 1: Leave the funds in the former employer’s plan You can leave your savings in the old plan if its terms allow it. While most plans will let you do this, that is not always true. Many plans will automatically roll your savings into an IRA if it is und

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

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...

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

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

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...

A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors must know. The rule we are writing about today is the wash sale rule. The wash sale rule can significantly impact an investor's taxes and investment strategy. What is the “Wash Sale” Rule The wash sale rule prohibits investors from claiming a loss on the sale of a security if they purchase or acquire a substantially identical security withi

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

What are the differences between mutual funds and ETFs?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.

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.