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...

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...

Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner.  We hope you find this...

Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.”  What makes it so simple is...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...