After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration, while for the other half, this is a disappointing result that will require time to process. This reflects the divisions in our country on both social and economic matters that we hope will heal in time. The stock market has performed well across both parties It’s clear that political outcomes can

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 to save for retirement. Many plans now offer Traditional 401(k) contributions AND Roth 401(k) contributions. But what is the difference between them, and which one is better? This article will explain the similarities and differences between a Roth 401(k)  and a Traditional 401(k) and why I feel most people should save to a Roth 401(k) over a

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 health, relationships, careers, and, of course, our finances. When it comes to investing, it’s well known that adequately diversifying and staying invested are the best ways to achieve long-term financial goals. However, this is often easier said than done, especially when market and economic outlooks are uncertain, as they have been for many year

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...

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...