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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 8, 20235 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...

John-Mark Young
Jul 3, 20237 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...

Kelly Kranstuber
Jun 28, 20232 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...

John-Mark Young
Jun 15, 20236 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...

Andrew Young
Jun 14, 20232 min read


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

Nick Allen
May 17, 20233 min read


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 10, 20234 min read


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 25, 20236 min read


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 21, 20233 min read


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 15, 20233 min read


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


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


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


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


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


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


3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING
Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...

Drew Hodgson
Nov 24, 20224 min read


SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...

Jake Buckwalter
Nov 23, 20223 min read


MIDTERM MENTALITY
Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...

Drew Hodgson
Nov 10, 20223 min read


MEASURING YOUR RISK BEFORE INVESTING
You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

Nick Allen
Nov 10, 20224 min read
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