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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....

Jake Buckwalter
Aug 2, 20232 min read
179


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...

John-Mark Young
Aug 2, 20237 min read
178


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...

Drew Hodgson
Jul 31, 20234 min read
188


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...

John-Mark Young
Jul 23, 20235 min read
185


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...

John-Mark Young
Jul 9, 20235 min read
194


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...

John-Mark Young
Jul 4, 20237 min read
162


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...

Kelly Kranstuber
Jun 29, 20232 min read
179


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...

John-Mark Young
Jun 16, 20236 min read
178


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...

Andrew Young
Jun 15, 20232 min read
188


MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?

Nick Allen
May 18, 20233 min read
188


TO INVEST ALL AT ONCE OR OVER TIME?
We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

Drew Hodgson
May 11, 20234 min read
183


THE STOCK MARKET: BACK TO THE BASICS
Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.

John-Mark Young
Mar 26, 20236 min read
195


REWIRE THE BRAIN IN A BEAR MARKET
As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

Drew Hodgson
Mar 22, 20233 min read
186


INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

Andrew Young
Mar 16, 20233 min read
199


CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!
Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

John-Mark Young
Feb 15, 20236 min read
174


WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

Drew Hodgson
Feb 1, 20232 min read
301


5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...

John-Mark Young
Jan 31, 20235 min read
194


STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

Matthew Harris
Dec 15, 20225 min read
186


HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...

Drew Hodgson
Dec 8, 20224 min read
195


BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...

John-Mark Young
Nov 27, 20225 min read
185
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