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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 27, 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 10, 20226 min read


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

Logan Doup
May 5, 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 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 18, 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 13, 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 13, 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 20, 20214 min read


NEW MONTHLY REPORTING AVAILABLE
Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

John-Mark Young
Jun 8, 20213 min read


THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The answer is certainly not. As an advisor, investor, or both, we all know that volatility is a natural aspect of the stock market or any individual investment. We all wish the stock market appreciated in a perfectly straight line, but then again, it would be too easy and it would not really work the way it has for its 100+ year history if that were

Whitaker Myers
May 18, 20215 min read


WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

John-Mark Young
Feb 23, 20212 min read


THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging investing strategy. However, first, it is important to understand what a dollar-cost averaging strategy entails, and there is a great chance that you as the reader may already be committing to this strategy without even realizing it! To put it briefly, let’s say you are putting 5% of your income into mutual funds in your 401(k), then you woul

Whitaker Myers
Jan 14, 20213 min read


DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?
Fall in Ohio is a magical time, isn’t it? The heat of the summer is dissipating yet the sting of winter’s cold days is far enough off...

John-Mark Young
Sep 18, 20203 min read


RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"
Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...

Whitaker Myers
Jun 30, 20202 min read


WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?
If you are wanting to save money for your kids, the next question is always “what type of account should I open for them?” The answer...

Whitaker Myers
May 29, 20203 min read


INVESTING FOR KIDS? YOUR CHILD’S ACCOUNT CAN BE INVESTED INSTEAD OF BEING AT THE BANK
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...

Whitaker Myers
May 14, 20203 min read


THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY
We know that the Coronavirus (COVID-19) has impacted all of us and yet the level of impact can vary depending on your specific...

Whitaker Myers
Mar 26, 20202 min read


MARKET UPDATE
At Whitaker-Myers Wealth Managers, one of our core values is to have the heart of a teacher. Meaning, we want to educate and inform our...

John-Mark Young
Mar 13, 20201 min read
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