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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY
Fresh Seasonal Choices Did you know shopping seasonally can save you money? Especially when buying produce! If you purchase what is...

Beth Anne Allen
May 24, 20232 min read


What the Looming Debt Ceiling Deadline Means for Investors
Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...

John-Mark Young
May 21, 20235 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


STARTING A SMALL BUSINESS PART I – THE FIRST STEPS
In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

Whitaker Myers
May 17, 20233 min read


THE BENEFITS OF LONG-TERM DISABILITY INSURANCE
Long-term disability insurance. What are the risks, and the benefits of it?

Stephen Armstrong
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


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 7, 20233 min read


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 4, 20236 min read


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 3, 20235 min read


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 3, 20235 min read


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
Apr 30, 20233 min read


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 26, 20233 min read


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 25, 20232 min read


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 22, 20233 min read


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 20, 20237 min read


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 12, 20234 min read


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 9, 20236 min read


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

Whitaker Myers
Apr 5, 20233 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
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