Tech and the S&P 500
The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...
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Monetary Policy vs Fiscal Policy: What’s What with the Economy
It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...
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Individual Stocks: Risk, Reward
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
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Making a House a Home: Simple Fixes on a Budget
There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...
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Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
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Putting a Premium on Trust
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
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College Savings Options
Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...
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WHAT IS AN AMORTIZED LOAN?
Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...
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MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND
Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...
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MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?
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INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
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HOW FIDUCIARY ADVISORS WORK FOR YOU
In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.
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