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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
182


BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY
We all want to celebrate moms well, and most of the time, the best gift you can give them is time and good food!

Beth Anne Allen
May 8, 20233 min read
184


HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM
"This part of the crisis is over. Everyone should just take a deep breath." - JP Morgan Chief Executive Jamie Dimon On the morning of...

John-Mark Young
May 5, 20236 min read
118


TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES
Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

Logan Doup
May 4, 20235 min read
178


ALL THINGS EMERGENCY FUNDS
ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

Matthew Harris
May 4, 20235 min read
208


BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY
When you think Cinco de Mayo, you immediately think of dinner with friends consuming all things tacos, fajitas, guac, and salsa, right?

Beth Anne Allen
May 1, 20233 min read
182


INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

Nick Allen
Apr 27, 20233 min read
110


NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN
What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...

Whitaker Myers
Apr 26, 20232 min read
187


FACTS OVER FEAR FOR FINANCES
Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

Kelly Kranstuber
Apr 23, 20233 min read
112


WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

John-Mark Young
Apr 21, 20237 min read
187


SAVE ON SPRING CLEANING
With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...

Beth Anne Allen
Apr 13, 20234 min read
189


COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER
If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

Lindsey Curry
Apr 10, 20236 min read
170


THE IMPORTANCE OF PORTFOLIO REBALANCING
Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.

Whitaker Myers
Apr 6, 20233 min read
200


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
182


BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY
We have the temptation to overspend any time we're traveling, but we also have the opportunity to plan ahead and prepare, and save!

Beth Anne Allen
Mar 22, 20233 min read
174


MY EXTRA CASH AND WHERE IT SHOULD GO
Let's review some options to get the most out of your hard-earned money.

Jake Buckwalter
Mar 22, 20233 min read
182


PIZZA NIGHT ON A BUDGET
Are you ever longing for Friday night to bite into that delicious crispy crust and melted cheese on the pizza you know you will order to...

Whitaker Myers
Mar 20, 20234 min read
170


RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES
The recent failure of three U.S. banks has raised concerns over the economy and financial system.

John-Mark Young
Mar 19, 20237 min read
172


INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

John-Mark Young
Mar 19, 20234 min read
201
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