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THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The answer is certainly not. As an advisor, investor, or both, we all know that volatility is a natural aspect of the stock market or any individual investment. We all wish the stock market appreciated in a perfectly straight line, but then again, it would be too easy and it would not really work the way it has for its 100+ year history if that were

Whitaker Myers
May 18, 20215 min read


THE VALUE OF FINANCIAL COACHING
You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

Joe Mains
Feb 23, 20213 min read


REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING
Those of us that love and respect Dave Ramsey have heard him say that there are two types of investments he makes on a regular basis. The...

John-Mark Young
Feb 23, 20213 min read


WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

John-Mark Young
Feb 23, 20212 min read


THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging investing strategy. However, first, it is important to understand what a dollar-cost averaging strategy entails, and there is a great chance that you as the reader may already be committing to this strategy without even realizing it! To put it briefly, let’s say you are putting 5% of your income into mutual funds in your 401(k), then you woul

Whitaker Myers
Jan 14, 20213 min read


TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...

Whitaker Myers
Oct 16, 20202 min read


COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...

John-Mark Young
Oct 15, 20205 min read


WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....

Seth Buckwalter
Oct 14, 20202 min read


BUDGETING FOR OCTOBER EXPENSES
Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...

Whitaker Myers
Sep 30, 20202 min read


NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET
I recently went on New Day Cleveland to share some Quarantine Budget Tips and I wanted to share them here as well. This pandemic has...

Whitaker Myers
Sep 29, 20202 min read


TAX IMPLICATIONS OF SOCIAL SECURITY
How We View Social Security: Most people understand the basics of social security and why/how it is used, and we also understand that it has been a critical systematic financial instrument for millions of Americans for decades. The positive side of social security is that, if it was completely wiped out today, millions of Americans would have no where to go for income in retirement. It has also been a long-term way to almost “force” people to save for retirement, which should

Whitaker Myers
Sep 18, 20204 min read


DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?
Fall in Ohio is a magical time, isn’t it? The heat of the summer is dissipating yet the sting of winter’s cold days is far enough off...

John-Mark Young
Sep 18, 20203 min read


HEALTH SAVINGS ACCOUNT (HSA) WITH WHITAKER-MYERS WEALTH MANAGERS (WHAT ARE HSAS & WHO IS ELIGIBLE?)
At Whitaker-Myers Wealth Managers, we all have the heart of a teacher, and it’s important that we consider all financial planning...

Whitaker Myers
Aug 28, 20205 min read


WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)
Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...

Whitaker Myers
Aug 27, 20203 min read


AUGUST IS #ABLETOSAVE MONTH
Do you or someone you know have a disability? Achieving a Better Life Experience (ABLE) is an investment account that you can use to pay...

Andrew Young
Aug 25, 20203 min read


HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!
Jason was the type of manager that any restaurant employee would want to work for. Happy, energetic, funny & always positive. Every...

Whitaker Myers
Aug 10, 20204 min read


WHAT IS RAMSEY+?
If you follow Dave Ramsey’s principals, then I’m sure you know how important budgeting is! EveryDollar is Ramsey Solutions’ budgeting...

Whitaker Myers
Aug 6, 20202 min read


DO YOU HAVE TERM LIFE INSURANCE?
Every day, we help clients develop a plan to achieve their financial goals and part of that is making sure they have the right insurance...

Whitaker Myers
Jul 30, 20203 min read


OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...

Whitaker Myers
Jul 22, 20205 min read


RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"
Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...

Whitaker Myers
Jun 30, 20202 min read
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