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...

An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...