top of page
David Gearhart
Oct 19, 20232 min read
Bank Money Market Account vs Brokerage Money Market Funds
The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...
110
John-Mark Young
Oct 11, 20237 min read
Israel War & My Portfolio: Pray, Give & Stay Disciplined
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...
121
Clay Reynolds
Oct 2, 20232 min read
Time in the Market vs. Timing the Market
Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...
124
John-Mark Young
Sep 25, 20236 min read
The Market Based Argument for Dave Ramsey's Four Categories
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...
110
John-Mark Young
Sep 2, 20236 min read
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...
121
John-Mark Young
Sep 2, 20236 min read
Why Bonds Are Still Essential for the Retirees Portfolio
My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...
121
John-Mark Young
Sep 2, 20236 min read
Personal Savings, Record Credit Card Debt & Their Effect on the Economy
About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...
116
Kelly Kranstuber
Aug 31, 20233 min read
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
116
Matthew Harris
Aug 31, 20236 min read
Which Workplace Retirement Plan Should I Select?
Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...
92
John-Mark Young
Aug 8, 20233 min read
Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank
Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...
134
John-Mark Young
Aug 4, 20236 min read
What Fitch's U.S. Debt Downgrade Means for Investors
Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...
86
Jake Buckwalter
Aug 2, 20232 min read
RISK ASSETS
Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....
111
John-Mark Young
Aug 2, 20237 min read
HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...
114
Drew Hodgson
Jul 30, 20234 min read
OPTIMAL SAVING & INVESTING
Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...
111
John-Mark Young
Jul 22, 20235 min read
WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS
Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...
122
John-Mark Young
Jul 8, 20235 min read
2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS
A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...
122
John-Mark Young
Jul 3, 20237 min read
7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023
Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...
107
Kelly Kranstuber
Jun 28, 20232 min read
THE WASH SALE RULE
Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...
112
John-Mark Young
Jun 15, 20236 min read
DIRECT INDEXING: A BOLD NEW FRONTIER
Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...
112
Andrew Young
Jun 14, 20232 min read
ESG INVESTING – REASONS FOR STEERING AWAY
I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...
116
bottom of page