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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Mid-Year Market Check-In: Navigating Volatility Without Losing Focus

  • Writer: Jake Buckwalter
    Jake Buckwalter
  • 23 hours ago
  • 2 min read

Updated: 9 minutes ago

Timeless Wisdom

One of my favorite investors of all time, Peter Lynch, who ran the famous Fidelity Magellan fund in the 70s and 80s and averaged 29%, said famously, “ If you spend more than 13 minutes analyzing economic and market forecasts, you've wasted 10 minutes", which means when investing focus on what you are buying, your risk tolerance, your timeframe and IGNORE THE NOISE! This is good advice. I know I have written about this previously, but it cannot be said enough: do not change your investment strategy based on the economic outlook. Stay the course. And for what it’s worth, Peter Lynch’s Magellan fund doubled the performance of the S&P 500 while he managed it.  

 

A Look at the Numbers: 2025 Mid-Year Returns

With that being said, overall returns have been volatile, but they have been good. As of the writing of this article, the S&P 500 is up 8.1%, the Nasdaq is up 9.1%, the Dow Jones is up 5%, the Russell is up 2.3% and MSCI EAFE is up 20%. We experienced some volatility earlier in the year due to potential tariff implementations. MSCI EAFE, or international stocks, has been the most significant contributor to returns this year. This is a welcome phenomenon because international returns have significantly lagged domestic returns for more than a decade. The Russell 2000 has again lagged larger US stocks; this is not a new trend. The Russell had a huge boom post-COVID in 2020, rolled over, and had a terrible 2022, sluggishly fighting its way back ever since. We have not given up on our small-cap friends. A tailwind for small-cap stocks could be lower interest rates, but again, we have no idea when, or if, the Fed will lower rates.

 

Large-cap growth has again been driven significantly by large-cap tech names; Nvidia, Microsoft, and Facebook have done well, but not all names have participated. Apple is down 14% and TSLA is down 20% or more—another reason to diversify.

 

Long-Term Focus, Long-Term Gains

Overall, our strategy remains unchanged; we believe in diversification and a long-term approach to investing. Volatility is the price that investors pay for good returns. There will be ups and downs along the way, but that is normal.

 

If you would like to discuss your portfolio further or review your financial plan for the remainder of the year, please reach out to your financial advisor today to schedule a meeting. They can help answer questions and discuss strategies to help you reach your financial goals.

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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