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The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore
For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...
Joseph Browning
Dec 19, 20243 min read
Understanding Mean Reversion in Trading
What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...
Summit Puri
Dec 19, 20243 min read
Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers
Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers
John-Mark Young
Dec 14, 20244 min read
Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know
Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.
Whitaker Myers
Dec 14, 20242 min read
Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer
Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.
John-Mark Young
Dec 12, 20243 min read
Planning Ahead – 2025 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...
Andrew Young
Dec 9, 20243 min read
Whitaker-Myers Wealth Managers Ranked 6th Best Place to Work in Money Management
Whitaker-Myers Wealth Managers at a team building event.
Whitaker Myers
Nov 25, 20242 min read
Insured to Value
A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...
Joe Mains
Nov 21, 20243 min read
Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
Ben Allen
Nov 21, 20244 min read
Additional Types of Insurance for Families and Individuals to Consider
Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...
Kelly Kranstuber
Nov 21, 20244 min read
Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com
Whitaker Myers
Nov 18, 20242 min read
What are Annuities?
Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...
Logan Doup
Nov 18, 20244 min read
New Thoughts on Term Life Insurance
Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's principles, we should be familiar with his...
Drew Hodgson
Nov 18, 20243 min read
President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...
Stephen Armstrong
Nov 11, 20245 min read
What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...
Summit Puri
Nov 11, 20243 min read
Election 2024: Navigating Financial Plans Amid Political Uncertainty
How to think about the Presidential Election as it relates to my investment portfolio
John-Mark Young
Nov 3, 20245 min read
John-Mark Young Earns RMA® Certification and Advanced Certificate in Blockchain and Digital Assets
John-Mark Young earns his RMA® (Retirement Management Advisor) and Advanced Certificate in Blockchain and Digital Assets designations
Whitaker Myers
Nov 3, 20242 min read
Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year
Whitaker-Myers Group named Wooster Chamber of Commerce Business of the Year
Whitaker Myers
Nov 3, 20242 min read
How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
Ethan Barry
Oct 28, 20243 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
Clay Reynolds
Oct 28, 20242 min read
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