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MEASURING YOUR RISK BEFORE INVESTING
You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

Nick Allen
Nov 10, 20224 min read


MARKET ROLLER COASTER: 2022’S LACK-OF AMUSEMENT PARK
How frightening it is to look at your ROTH, IRA Rollover, Brokerage Account, etc., and see a performance number with a dreaded minus next...

Drew Hodgson
Oct 27, 20224 min read


GOVERNMENT TREASURIES: BACK IN VOGUE
In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...

John-Mark Young
Oct 22, 20224 min read


SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...

Kelly Kranstuber
Sep 9, 20224 min read


SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?
The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...

Whitaker Myers
Aug 4, 20224 min read


BEAR MARKET STRATEGY: TAX LOSS HARVESTING
Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...

John-Mark Young
Jul 13, 20224 min read


THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?
How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...

John-Mark Young
Jul 6, 20225 min read


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...

Kelly Kranstuber
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...

Griffin Lusk
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


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


UNDERSTANDING DAVE RAMSEY'S 4 CATEGORIES OF INVESTING
Dave’s 4 categories for Investing.

Logan Doup
May 4, 20224 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...

Dustin Burkhart
Apr 17, 20225 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...

Kelly Kranstuber
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


WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?
The word “sinking” can be a little intimidating when you associate it with your money, but in reality, a sinking fund can be a way to...

Lindsey Curry
Feb 4, 20224 min read


MARKET VOLATILITY RETURNS - JANUARY 2022
Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...

John-Mark Young
Jan 24, 20224 min read


2022 INVESTMENT OUTLOOK
Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...

John-Mark Young
Jan 1, 20225 min read


CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?
Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

John-Mark Young
Jul 19, 20214 min read
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