Blog

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

Vacation Mode With the weather warming up and the sun shining more, we all long for that next vacation. Whether heading to the beach for some sun and sand or loading up the RV for a trip to a National Park, we know the season for trips is among us. No matter the location, if you’re planning somewhere fun to head to during the summer – here are some simple money tips to consider while you prepare for that next vacation! Money Saving Tips and Tricks Budget Even though this is a vacation, create...

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...

The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...

Fresh Seasonal Choices Did you know shopping seasonally can save you money? Especially when buying produce! If you purchase what is currently in season, it will be cheaper than those out-of-season options. This is why buying strawberries in the middle of winter can seem astronomical, especially for not-great quality – simply put, it just isn’t the season for them yet! Venture out of your comfort zone and see what’s in season! With spring in progress and the “official” kick-off to summer...

Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...

What are the differences between mutual funds and ETFs?

In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

Long-term disability insurance. What are the risks, and the benefits of it?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

We all want to celebrate moms well, and most of the time, the best gift you can give them is time and good food!

"This part of the crisis is over. Everyone should just take a deep breath." - JP Morgan Chief Executive Jamie Dimon On the morning of...

Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

When you think Cinco de Mayo, you immediately think of dinner with friends consuming all things tacos, fajitas, guac, and salsa, right?

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?