Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...
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Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
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What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...
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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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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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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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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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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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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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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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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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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...