Latest Articles Written by our Team
Are Your Finances Actually Healthy? 5 Ratios That Can Help You Find Out
Real Talk: Are my Finances “Healthy”? Almost everyone on God’s green Earth pauses at some point and asks themselves the same question: “How am I doing financially?” “Am I saving enough for retirement?”“Do I have too much debt?”“Are my expenses reasonable for what I earn, or am I one unexpected event away from financial stress?” What makes these questions so difficult is that there’s no such thing as a truly “average” life. People have different incomes, careers, family situations, ages,...

Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High
April’s CPI report showed inflation climbing to 3.8%, the highest level since 2023, largely fueled by sharp increases in energy prices tied to Middle East oil disruptions. While core inflation remains more contained, elevated energy costs continue to create uncertainty for consumers, markets, and Federal Reserve policy decisions.

Why Doing “Nothing” is Sometimes the Smartest Move
Market volatility can tempt investors into making emotional decisions at exactly the wrong time. In this article, Financial Advisor Nick Allen explains why staying disciplined, trusting your long-term plan, and resisting the urge to react during downturns can often lead to better financial outcomes.

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What We Learned this Week

The Fed Just Raised Rates for the First Time in 3 Years | What It Means for Your Retirement

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions

Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard

New Highs, Then an Inflation Wake-up Call

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
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Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

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