top of page

One metric to rule them all, or not. Part 1
‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...
Summit Puri
Mar 27, 20244 min read
173

Are you wealthy, rich, somewhere in between, or nowhere close?
What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...
Summit Puri
Mar 25, 20243 min read
175

Purchasing Power: The highs and lows
Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...
Summit Puri
Mar 18, 20244 min read
183

Mean Median and Mode: How they equate to your finances today
Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...
Summit Puri
Mar 11, 20243 min read
251


Election Coverage 2024: Presidential Elections & Their Impact on Markets
How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...
John-Mark Young
Mar 5, 20245 min read
182

Opportunity cost: An objective valuation and impact of your decisions
Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...
Summit Puri
Mar 4, 20244 min read
195


Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...
David Gearhart
Feb 29, 20243 min read
162

Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....
Summit Puri
Feb 26, 20246 min read
172

New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
Andrew Young
Feb 26, 20242 min read
197

The Wealthy Concept: but make it We(a)llthy!
How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...
Summit Puri
Feb 15, 20243 min read
107

Roth Conversions and if they are a good option for you
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
Jake Buckwalter
Feb 15, 20243 min read
179

Artificial intelligence in Investing
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
Summit Puri
Feb 8, 20243 min read
169

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...
Nick Allen
Feb 8, 20243 min read
163

Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
Summit Puri
Feb 1, 20244 min read
178

Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
Clay Reynolds
Feb 1, 20243 min read
187

Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
Summit Puri
Jan 19, 20246 min read
223

Should I pay attention to the Capital Gains Tax, and how will it affect me?
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...
Matthew Harris
Jan 19, 20246 min read
122

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...
Summit Puri
Jan 12, 20244 min read
179


Investing: Simple Not Easy
Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
Clay Reynolds
Jan 11, 20243 min read
171


How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
John-Mark Young
Jan 7, 20246 min read
179
bottom of page