Whitaker Myers

Get answers to the top questions our financial advisors received in July and August. Explore expert insights on what July's negative jobs report signals for the economy, why the U.S. intervened to support the Japanese yen, and what is driving recent S&P 500 record highs alongside strong corporate earnings. Gain clarity on changing Federal Reserve rate expectations, shifting valuations, and key macro trends to help you maintain a balanced, long-term perspective for your portfolio.

We're proud to announce that Ben Allen has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. This rigorous, graduate-level program equips advisors with specialized expertise in turning retirement savings into lasting income — from Social Security optimization to tax-efficient withdrawals and healthcare planning. Learn what this achievement means for Ben, and for the clients and families we serve.

Every parent wants to give their children a strong financial foundation. From 529 plans and custodial Roth IRAs to the new 530A "Trump Accounts," understanding today's savings options can help families make informed decisions that support education, retirement, and long-term financial success.