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Baby Step Motivation

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

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Baby Step Motivation

Are You Ready to get back on track with your goals?

The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

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Are You Ready to get back on track with your goals?

How Can Faith Impact Your Finances?

Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer.  Is...

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How Can Faith Impact Your Finances?

Asset Classes: Understanding your investments

Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

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Asset Classes: Understanding your investments

Investment Corner - The Psychology of Saving & Investing

Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner.  We hope you find this...

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Investment Corner - The Psychology of Saving & Investing

How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

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How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

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Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away

What Should I Consider Before the End of the Year?

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

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What Should I Consider Before the End of the Year?

Intrinsic Value vs. Market Value – What Do They Mean?

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

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Intrinsic Value vs. Market Value – What Do They Mean?

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

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All About ESOPs (Employee Stock Ownership Plan)

College Planning Monthly Update: November 2023

When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

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College Planning Monthly Update: November 2023

Financial Planning & The Bible: Retire to Something - Not from Something

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

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Financial Planning & The Bible: Retire to Something - Not from Something

Dave Ramsey

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