The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

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...

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

How to think about the Presidential Election as it relates to my investment portfolio

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

For most companies, the 4th quarter of the year is an essential time for registering for benefits.  According to the Bureau of Labor...

Grant Jennings joins Whitaker-Myers Wealth Managers

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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...

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...

Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...