Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...

Owning a small business is a rewarding investment Americans can make.  Ideally, you get to work for yourself, set your hours, do what you...

Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage...

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...

With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...

‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...

What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...

Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...

How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...

Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...