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Kelly Kranstuber
3 days ago5 min read
SEP IRA vs. Solo 401(k)
Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...
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Tim Hilterman
Dec 19, 20243 min read
What you can do in 2025 to take control of your financial life
The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...
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Joseph Browning
Dec 19, 20243 min read
The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore
For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...
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Summit Puri
Dec 19, 20243 min read
Understanding Mean Reversion in Trading
What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...
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Andrew Young
Dec 9, 20243 min read
Planning Ahead – 2025 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...
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Ben Allen
Nov 21, 20244 min read
Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
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Whitaker Myers
Nov 18, 20242 min read
Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com
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Logan Doup
Nov 18, 20244 min read
What are Annuities?
Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...
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Stephen Armstrong
Nov 11, 20245 min read
President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...
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Summit Puri
Nov 11, 20243 min read
What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...
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John-Mark Young
Nov 3, 20245 min read
Election 2024: Navigating Financial Plans Amid Political Uncertainty
How to think about the Presidential Election as it relates to my investment portfolio
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Ethan Barry
Oct 28, 20243 min read
How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
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Clay Reynolds
Oct 28, 20242 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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Summit Puri
Oct 21, 20243 min read
Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
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Kelly Kranstuber
Oct 14, 20244 min read
Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
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Andrew Young
Oct 14, 20246 min read
Employer Annual Benefits Enrollment – What You Need to Consider - 2024
For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...
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John-Mark Young
Oct 7, 20242 min read
Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio
Grant Jennings joins Whitaker-Myers Wealth Managers
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Jake Buckwalter
Oct 7, 20243 min read
The Bond Market Simplified
From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...
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Summit Puri
Oct 7, 20243 min read
Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...
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David Gearhart
Sep 30, 20243 min read
Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...
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