top of page

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...

Read More...

Start Now
Investment Corner - The Psychology of Saving & Investing

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...

Read More...

Start Now
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...

Read More...

Start Now
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...

Read More...

Start Now
All About ESOPs (Employee Stock Ownership Plan)

Commonly Used Investing Terms That All Investors Should Know

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

Read More...

Start Now
Commonly Used Investing Terms That All Investors Should Know

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

What are the differences between mutual funds and ETFs?

Read More...

Start Now
MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

THE IMPORTANCE OF PORTFOLIO REBALANCING

Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.

Read More...

Start Now
THE IMPORTANCE OF PORTFOLIO REBALANCING

REWIRE THE BRAIN IN A BEAR MARKET

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

Read More...

Start Now
REWIRE THE BRAIN IN A BEAR MARKET

INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

Read More...

Start Now
INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

INVESTING AND OUR HABITS

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

Read More...

Start Now
INVESTING AND OUR HABITS

CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

Read More...

Start Now
CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

ORGANIZING YOUR FINANCES IN 2023

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Read More...

Start Now
ORGANIZING YOUR FINANCES IN 2023

Investing

bottom of page