top of page

Retirement Plans for a Small Business Owner

Owning a small business is a rewarding investment Americans can make.  Ideally, you get to work for yourself, set your hours, do what you...

Read More...

Start Now
Retirement Plans for a Small Business Owner

Correlation of Assets in Your Portfolio

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

Read More...

Start Now
Correlation of Assets in Your Portfolio

What is the Volatility Index, and how does it impact investments?

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Read More...

Start Now
What is the Volatility Index, and how does it impact investments?

The Phases of Retirement

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

Read More...

Start Now
The Phases of Retirement

Old 401k rollovers - What to do with them

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

Read More...

Start Now
Old 401k rollovers - What to do with them

One metric to rule them all, or not. Part 3

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

Read More...

Start Now
One metric to rule them all, or not. Part 3

Reasons to Schedule a Meeting with Your Financial Advisor

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

Read More...

Start Now
Reasons to Schedule a Meeting with Your Financial Advisor

One metric to rule them all, or not. Part 1

‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...

Read More...

Start Now
One metric to rule them all, or not. Part 1

Are you wealthy, rich, somewhere in between, or nowhere close?

What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...

Read More...

Start Now
Are you wealthy, rich, somewhere in between, or nowhere close?

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...

Read More...

Start Now
Baby Step Motivation

Opportunity cost: An objective valuation and impact of your decisions

Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

Read More...

Start Now
Opportunity cost: An objective valuation and impact of your decisions

Investment strategies: Most common investment vehicles

What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

Read More...

Start Now
Investment strategies: Most common investment vehicles

Retirement Planning

bottom of page