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...

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

Vacation Mode With the weather warming up and the sun shining more, we all long for that next vacation. Whether heading to the beach for...