As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out before age 59 and a half. It can go by many names: individual account, joint account, gap account, bridge account, non-retirement account, cash account, business account, or margin account, to name a few. It will never be the advice from a Whitaker-Myers Wealth Managers SmartVestor Pro to borrow money from a bank to invest, so please be very

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand the jargon used in the investment world. News media hosts and financial advisors are notorious for using acronyms and terms that average or new investors are unfamiliar with. A common word for this is “Finglish” or “Financial English.” Whether it is to try and impress their audience or sound more intelligent than they are, using “Finglish” mo

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

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

Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...