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.

How to think about the Presidential Election as it relates to my investment portfolio

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....

With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...

How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

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...

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...

Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...

A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...