Latest Articles Written by our Team
Investment Lessons from the Bull Market Cycle and the Wall of Worry
More than three years into the current bull market, investors continue to face uncertainty—from inflation concerns to AI-driven volatility. Yet history shows that disciplined, long-term investing and diversification remain the most reliable path forward, even as markets climb a persistent “wall of worry.”

Why Markets Are Hitting New All-Time Highs: Key Drivers Behind the 2026 Rally
The S&P 500 has reached new all-time highs following a volatile stretch driven by geopolitical developments, easing oil market concerns, and strong corporate earnings. While headlines have focused on the Middle East and energy prices, underlying fundamentals and broad diversification continue to support investor outcomes.

Thrift Savings Plan - Is Roth Conversion Right for You?
The Thrift Savings Plan now allows in-plan Roth conversions, giving federal employees and military members new flexibility in managing retirement taxes. But while this strategy can unlock tax-free growth, it also comes with important rules, timing considerations, and potential pitfalls that require careful planning.

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What We Learned this Week

New Highs, Then an Inflation Wake-up Call

AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained

Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained

Markets Hit Record Highs as Geopolitical Tensions Ease

Markets Rally on Ceasefire & Oil Drop

Markets Bounce Back: What Investors Need to Know Now | Risk-On Rally, Fed Outlook & Iran Impact

Markets Slide as Oil Surges & Fed Holds Rates | What Investors Need to Know Now

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Is your investment strategy outdated?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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What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros

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Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

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