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Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Kelly Kranstuber
Oct 14, 20244 min read
189


Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

Summit Puri
Oct 7, 20243 min read
196


Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

David Gearhart
Sep 30, 20243 min read
189


Can I be a Millionaire?
Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

Matthew Harris
Sep 30, 20248 min read
176


Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Summit Puri
Sep 9, 20242 min read
177


Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

David Gearhart
Sep 3, 20243 min read
185


What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

David Gearhart
Jun 10, 20243 min read
125


Baby Step Motivation
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

Kelly Kranstuber
Mar 18, 20244 min read
198


Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

David Gearhart
Feb 29, 20243 min read
172


How Can Faith Impact Your Finances?
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...

Joshua Paletta
Jan 25, 20245 min read
107


Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

Summit Puri
Jan 19, 20246 min read
233


Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...

Summit Puri
Jan 12, 20244 min read
185


How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

John-Mark Young
Jan 7, 20246 min read
186


Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

John-Mark Young
Dec 9, 20234 min read
195


What Should I Consider Before the End of the Year?
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

David Gearhart
Dec 7, 20233 min read
191


Intrinsic Value vs. Market Value – What Do They Mean?
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

David Gearhart
Nov 30, 20233 min read
222


All About ESOPs (Employee Stock Ownership Plan)
What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

David Gearhart
Nov 16, 20233 min read
109


College Planning Monthly Update: November 2023
When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

Lindsey Curry
Nov 11, 20232 min read
172


Financial Planning & The Bible: Retire to Something - Not from Something
I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

John-Mark Young
Nov 7, 20235 min read
178


Giving: God, Gospel & Generosity
I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

John-Mark Young
Oct 22, 20237 min read
106
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