top of page
What Portfolio Rebalancing is, and its importance
What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...
Jake Buckwalter
Aug 12, 20243 min read
Risk Ability vs. Risk Tolerance
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...
Summit Puri
Aug 5, 20243 min read
The Historical Value of Commercial Real Estate
This is a quick article about why you might consider investing in commercial real estate in your investment portfolio at Schwab or Fidelity.
John-Mark Young
Aug 2, 20245 min read
Systematic and Unsystematic Risk Factors
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...
Summit Puri
Jul 29, 20243 min read
Whitaker-Myers Wealth Managers Named to AdvisorHub's Top 200 RIA Firm
President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a third...
Lindsey Curry
Jul 25, 20243 min read
Taxes, it’s not really a love-hate relationship, is it?
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...
Summit Puri
Jul 22, 20242 min read
Christmas in July Mindset
Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...
Lindsey Curry
Jul 22, 20242 min read
Fundamental and Technical Analyses
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...
Summit Puri
Jul 15, 20243 min read
Removing Private Mortgage Insurance (PMI) from your Mortgage
You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...
Andrew Young
Jul 15, 20242 min read
Intrinsic vs Market Value/Price
Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...
Summit Puri
Jul 8, 20243 min read
5 Timely Insights for Whitaker-Myers Wealth Managers Clients in the Second Half of 2024
Whitaker-Myers Wealth Managers gives investors 5 things to consider in the second half of 2024
John-Mark Young
Jul 6, 20247 min read
Can I Do a Section 1031 Exchange With My Rental Property?
Navigating the complex landscape of real estate investment often requires a keen understanding of various financial strategies and tax...
John-Mark Young
Jul 6, 20241 min read
Insurance: The extra layer of protection
When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...
Logan Doup
Jul 1, 20244 min read
Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing
Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...
Summit Puri
Jul 1, 20244 min read
What is a Password Manager?
If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...
Jake Buckwalter
Jun 24, 20242 min read
A Breakdown of SIMPLE IRAs
SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...
Clay Reynolds
Jun 24, 20242 min read
Making a House a Home: Simple Fixes on a Budget
There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...
Nick Allen
Jun 17, 20243 min read
Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...
Summit Puri
Jun 17, 20242 min read
What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...
David Gearhart
Jun 10, 20243 min read
It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...
Summit Puri
Jun 10, 20243 min read
bottom of page