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Andrew Young
Jun 14, 20232 min read
ESG INVESTING – REASONS FOR STEERING AWAY
I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...
131


Nick Allen
Jun 14, 20232 min read
MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND
Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...
131


John-Mark Young
Jun 3, 20235 min read
YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!
If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...
156


Nick Allen
May 17, 20233 min read
MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?
134


Stephen Armstrong
May 17, 20233 min read
THE BENEFITS OF LONG-TERM DISABILITY INSURANCE
Long-term disability insurance. What are the risks, and the benefits of it?
137


Drew Hodgson
May 10, 20234 min read
TO INVEST ALL AT ONCE OR OVER TIME?
We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.
127


Logan Doup
May 3, 20235 min read
TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES
Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...
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Matthew Harris
May 3, 20235 min read
ALL THINGS EMERGENCY FUNDS
ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...
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Nick Allen
Apr 26, 20233 min read
INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
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Whitaker Myers
Apr 25, 20232 min read
NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN
What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...
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Kelly Kranstuber
Apr 22, 20233 min read
FACTS OVER FEAR FOR FINANCES
Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.
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Whitaker Myers
Apr 5, 20233 min read
THE IMPORTANCE OF PORTFOLIO REBALANCING
Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.
144


Drew Hodgson
Mar 21, 20233 min read
REWIRE THE BRAIN IN A BEAR MARKET
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.
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Logan Doup
Mar 9, 20233 min read
QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR
Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.
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Whitaker Myers
Feb 15, 20234 min read
YOUR TEAM: WHITAKER-MYERS GROUP
We wanted to highlight the different divisions within Whitaker-Myers so you don’t have to make multiple phone calls for these various items.
170


John-Mark Young
Sep 17, 20224 min read
THE CONFESSIONS OF A CHRISTIAN BASED FINANCIAL PLANNER
Imagine living (in career terms) in a world where money is the focal point of everything. It’d be very easy to become vain and...
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Logan Doup
Apr 12, 20223 min read
WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...
135


Griffin Lusk
May 17, 20214 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...
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