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...

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...

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...