What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!”   It's not a common phrase...

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...