top of page
Summit Puri
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...
29
Ben Allen
Nov 21, 20244 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...
167
Logan Doup
Nov 18, 20244 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...
73
Stephen Armstrong
Nov 11, 20245 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...
85
Summit Puri
Nov 11, 20243 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...
82
Kelly Kranstuber
Oct 14, 20244 min read
Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
101
Jake Buckwalter
Oct 7, 20243 min read
The Bond Market Simplified
From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...
95
David Gearhart
Sep 30, 20243 min read
Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...
95
Stephen Armstrong
Sep 23, 20245 min read
How Dollar-Cost Averaging Can Help Investors Get Into the Market
As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...
91
David Gearhart
Sep 3, 20243 min read
Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
98
Nick Allen
Aug 19, 20244 min read
Individual Stocks: Risk, Reward
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
96
Summit Puri
Aug 12, 20242 min read
HENRY - High earners, not rich yet
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...
94
Jake Buckwalter
Aug 12, 20243 min read
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...
89
Summit Puri
Aug 5, 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...
96
Clay Reynolds
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...
82
Kelly Kranstuber
Jun 3, 20242 min read
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
108
Summit Puri
Jan 12, 20244 min read
Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
112
David Gearhart
Dec 7, 20233 min read
What Should I Consider Before the End of the Year?
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...
106
David Gearhart
Nov 30, 20233 min read
Intrinsic Value vs. Market Value – What Do They Mean?
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
125
David Gearhart
Nov 16, 20233 min read
All About ESOPs (Employee Stock Ownership Plan)
What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...
81
bottom of page