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...

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...

The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...

In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

Long-term disability insurance. What are the risks, and the benefits of it?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...

Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

Let's review some options to get the most out of your hard-earned money.

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.