Latest Articles Written by our Team
40 Years of Money Management – Focus: Wealth-Building
After 40 years of marriage, Joe Mains and his wife, Tammi, have learned that building wealth is about more than choosing the right investments—it’s about working together, staying consistent, and being willing to change. In this personal story, Joe shares how discovering Dave Ramsey transformed their marriage and finances and the wealth-building principles that helped them reach their retirement goals.

How to Plan for Retirement: 9 Steps for a Secure Outcome
Retirement planning doesn't have to be complicated, but it does require intentionality and consistency. From setting retirement goals and saving 15% of your income to managing debt, preparing for healthcare costs, and creating an estate plan, these nine steps can help you build a stronger financial foundation for the future.

Why Bonds Had Their Worst Year in History: A Look Back at 2022
2022 was a historic year for bonds, challenging the long-held assumption that fixed income would always provide a reliable buffer against stock market volatility. Associate Financial Advisor Clay Reynolds examines what caused the bond market's unprecedented decline, how rapidly rising interest rates affected bond prices, and what investors can learn when building a resilient portfolio.

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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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Meet the Team: Whitaker-Myers Wealth Managers Introduction Video

Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team

Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro

What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros

NEW Client Portal/App - Whitaker-Myers Wealth Managers

Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer

