An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...

President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...

Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...

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...

Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...

A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...

Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...

Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...

President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a second...

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...