Treasury yields have climbed to their highest levels in years, creating both opportunities and challenges for investors. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what rising interest rates and real yields mean for stocks, bonds, inflation, and why maintaining a balanced portfolio is more important than ever.

Oil prices have climbed back toward $100 per barrel, raising questions about inflation, interest rates, and the broader economy. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what's driving the recent surge and why long-term investors should focus on strategy rather than short-term headlines.

More than three years into the current bull market, investors continue to face uncertainty—from inflation concerns to AI-driven volatility. Yet history shows that disciplined, long-term investing and diversification remain the most reliable path forward, even as markets climb a persistent “wall of worry.”

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

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...

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