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Recession Q & A

A recession is a period of economic decline, often marked by reduced spending, job cuts, and falling GDP. While headlines may predict it, we usually only recognize a recession in hindsight through lagging indicators like unemployment and corporate earnings. Market downturns can create long-term opportunities for investors, but strategies vary by situation. Always consult a financial advisor to navigate uncertain times and protect your financial goals.

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Recession Q & A

Tech and the S&P 500

Technology now makes up about 32% of the S&P 500, highlighting its dominance in the U.S. economy and markets. In 2024, strong demand for AI, semiconductors, and cloud computing fueled growth for firms like NVIDIA and Microsoft. However, this concentration poses risks—tech’s heavy influence can create volatility and distort the index's representation of the broader economy. Investors should review their diversification and risk exposure with an advisor.

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Tech and the S&P 500

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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Monetary Policy vs Fiscal Policy: What’s What with the Economy

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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Individual Stocks: Risk, Reward

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 a House a Home: Simple Fixes on a Budget

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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Making Up for Lost Time – Funding an IRA for 2023

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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Putting a Premium on Trust

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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College Savings Options

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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WHAT IS AN AMORTIZED LOAN?

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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MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

What are the differences between mutual funds and ETFs?

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MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

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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INVESTMENT STRATEGIES AND THEIR BENCHMARKS

Nick Allen

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