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Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...

National Debt With the new administration in place and past their first 100 days, we continue to see a moderate amount of clarity around...

Markets rallied after news broke that the U.S. and China reached a 90-day trade agreement, reversing many of the April tariffs. Tariffs on Chinese goods dropped to 30%, and China’s on U.S. goods fell to 10%. President Trump’s tweet about 80% tariffs sparked concern, but Sunday night futures surged, erasing losses. This shift reduces uncertainty and mirrors 2018–2019 patterns. Long-term investors should stay focused, as history shows markets rebound once clarity returns.

A revocable living trust helps avoid probate, ensures privacy, and provides continuity if you’re incapacitated. But it doesn’t protect assets from lawsuits or help with Medicaid eligibility. It also doesn’t reduce taxes. To fill those gaps, consider an umbrella liability policy for asset protection and long-term care insurance for nursing home costs. A trust is a great start—but a complete plan requires more.

In a global economy where international trade policies, such as tariffs, can heavily affect an investor’s portfolio, understanding how...

How to use section 351 ETF conversion to diversify concentrated stock positions.

Have you ever noticed that licensed professionals like tax advisors, doctors, attorneys, or dentists proudly display their designations...

John-Mark Young has officially earned the Certified Financial Planner® certification after 14 months of study and dedication.

Lifestyle creep has a way of quietly sucking away your wealth unless you understand how to manage it. The key to long-term prosperity is...

Clay Reynolds earns his Enrolled Agent designation from the IRS.

Creating Offense and Defense In Your Portfolio Is The Key To Success In Retirement Investing.

John-Mark Young named to the Forbes List of Top In-State Wealth Advisors

STRS announced an early retirement incentive  for members with the defined benefit (also known as the BD Plan, which is the pension plan)...

Please enjoy these verses that I memorized and used when going through my Certified Kingdom Advisors designation.

Summit Puri obtains his CIMA designation and is promoted to Co-Chief Investment Officer at Whitaker-Myers Wealth Managers

Introduction One topic that comes up very often during initial meetings with clients is whether or not they have a will or trust set up....

As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be.  For those who don’t live...

Last week, we took a look at tax loss harvesting  and reviewed how to avoid capital gains, but we also saw examples of how this could...

Reflections on my visit to PIMCO Headquarters - fixed income, trade policy and tariffs

March is supposed to bring college acceptance letters and financial aid offers, but instead, we’ve got a bit of a hot mess. First, there...