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7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023
Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

John-Mark Young
Jul 4, 20237 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...

John-Mark Young
Jun 4, 20235 min read


COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER
If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

Lindsey Curry
Apr 10, 20236 min read


FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY
We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...

John-Mark Young
Sep 4, 20226 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...

Logan Doup
Apr 13, 20223 min read


FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP
There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

John-Mark Young
Apr 7, 20225 min read


TERM VS. WHOLE LIFE INSURANCE
Acquiring life insurance is one of the most important considerations a person can do to protect their loved ones after death. Two of the...

Whitaker Myers
Mar 16, 20225 min read


WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!
My wife is a high school basketball coach. There are so many times she’ll create a game plan, explain the game plan to the ladies on her...

John-Mark Young
Feb 20, 20225 min read
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