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

National Debt With the new administration in place and past their first 100 days, we continue to see a moderate amount of clarity around...

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.

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...

March is supposed to bring college acceptance letters and financial aid offers, but instead, we’ve got a bit of a hot mess. First, there...

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

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

When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...

John-Mark Young earns the ChFC designation from the American College of Financial Services

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

5 Insights for your financial, saving and investing life for 2025.

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

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

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

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

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...