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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


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


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?

Lindsey Curry
May 1, 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 27, 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 26, 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.

Whitaker Myers
Apr 23, 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 21, 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 overwhelming task they want to avoid and are willing to pay (on average) $200 or more for this service to be done for them. Instead of rearranging your monthly budget to find those additional dollars, save that money for something else (wanted or needed) and create a systematic room-by-room schedule to tackle your spring cleaning yourself this

Lindsey Curry
Apr 13, 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 10, 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 6, 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 26, 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 22, 20233 min read


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!

Lindsey Curry
Mar 22, 20233 min read


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


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 kick off the weekend? Do you prefer a good meat lovers pizza or stick to the veggie? Well, as much as ordering in for pizza is convenient and always fun to try different concoctions each pizzeria comes up with, it isn’t always the best option if you’re trying to be budget conscious. Making your own pizza, tailoring the toppings to your absol

Lindsey Curry
Mar 20, 20234 min read


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


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


A Sunny-Side Up Kind Of Breakfast
Afraid you’ll have corned beef leftover from St. Patrick’s Day and already dreading reheating it and trying to find sides?

Lindsey Curry
Mar 16, 20231 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 16, 20233 min read


WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS
To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

Whitaker Myers
Mar 14, 20233 min read
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