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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...
Summit Puri
Jan 12, 20244 min read
179


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...
David Gearhart
Dec 7, 20233 min read
182

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...
David Gearhart
Nov 30, 20233 min read
205

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...
David Gearhart
Nov 16, 20233 min read
109

Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
Kelly Kranstuber
Nov 2, 20235 min read
191


MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?
Nick Allen
May 18, 20233 min read
181


THE IMPORTANCE OF PORTFOLIO REBALANCING
Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.
Whitaker Myers
Apr 6, 20233 min read
193


REWIRE THE BRAIN IN A BEAR MARKET
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.
Drew Hodgson
Mar 22, 20233 min read
177


INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...
John-Mark Young
Mar 19, 20234 min read
194


INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.
Andrew Young
Mar 16, 20233 min read
189


CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!
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...
John-Mark Young
Feb 15, 20236 min read
169


ORGANIZING YOUR FINANCES IN 2023
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,...
Drew Hodgson
Dec 22, 20223 min read
118


STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
Matthew Harris
Dec 15, 20225 min read
179


HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...
Drew Hodgson
Dec 8, 20224 min read
187


3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING
Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...
Drew Hodgson
Nov 24, 20224 min read
180


SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...
Jake Buckwalter
Nov 23, 20223 min read
155


MEASURING YOUR RISK BEFORE INVESTING
You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...
Nick Allen
Nov 10, 20224 min read
181


SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
Kelly Kranstuber
Sep 10, 20224 min read
176


MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?
A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...
Clay Reynolds
Jun 24, 20223 min read
107


BEAR MARKETS: NORMAL BUT NOT FUN
Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...
John-Mark Young
Jun 16, 20223 min read
347
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