At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

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...

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

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...

Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner.  We hope you find this...

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...

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

What are the differences between mutual funds and ETFs?

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.

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...