The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

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

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

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...

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

What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.