Latest Articles Written by our Team
STAY THE COURSE: WHAT 75 YEARS OF MARKET HISTORY TELLS US ABOUT VOLATILITY, THE IRAN CONFLICT, AND YOUR WEALTH
Stock market headlines are scary right now — but they always are. Before you make any moves with your portfolio, look at 75 years of S&P 500 data. From the 1970s stagflation crisis to the 2008 financial collapse to a global pandemic, the market has averaged +11.7% annually with an average intra-year drop of just -13.6%. The Rule of 72 says your money doubles every 6 years at that rate. Here's what the data — and Dave Ramsey's Baby Steps — say to do right now.

Q1 2026 Market Update: Navigating Geopolitical Tensions, Oil Shocks, and Market Volatility
In this Q1 2026 market recap, Chief Operating Officer & Co-Chief Investment Officer Summit Puri breaks down the impact of geopolitical tensions, rising oil prices, and economic uncertainty on global markets—and what it means for long-term investors.

Umbrella Insurance: The Extra Layer of Protection Your Financial Plan Needs
Most people rely on home and auto insurance to protect their assets—but what happens when those limits aren’t enough? Umbrella insurance provides an added layer of liability coverage that helps safeguard your savings, investments, and future income from unexpected claims or lawsuits.

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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Is your investment strategy outdated?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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