Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

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...

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...

Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...

Are you thinking about selling your small business and sailing into the sunset? Have you poured blood, sweat, and tears into your small business over the years and are now ready to settle into retirement ? That’s great, but where should you begin? In this article, we will discuss a few simple questions that will help you in the planning of the sale of your small business. Question 1 – When Do You Plan To Retire? This question sounds relatively easy, but the reality is

Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...

Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Do you have charitable intent? Maybe you are already an active donor. Do you generate a high annual income and want to take advantage of the greatest allowable deduction? Do you like the idea of a private foundation but don’t want the complexity, burden, and expense of its administration? Do you want to give anonymously? Do you own liquid assets, such as stock, mutual funds, etc., on a low-cost basis and don’t have a plan to sell them? In other words, do you want to org

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read 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...

What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...

Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...