top of page


The Death of the Dollar Has Been Greatly Exaggerated
The idea that the U.S. dollar is on the verge of collapse is largely hype. Despite rising debt and global tensions, no other currency offers the trust, liquidity, and stability of the dollar. The U.S. economy’s size, innovation, and rule of law keep it at the center of global finance. While headlines fuel fear, the dollar’s dominance remains strong. Long-term investors are wise to stay steady and not be swayed by doomsday predictions.

John-Mark Young
4 days ago6 min read


John-Mark Young Named to AdvisorHub’s “Advisors to Watch” for Third Straight Year
John-Mark Young, CFP®, was named to AdvisorHub’s “Advisors to Watch” for the third year in a row — one of only 11 RIA-based advisors in Ohio and 10 in Florida. As a fiduciary RIA, Whitaker-Myers Wealth Managers offers independent, client-first advice with no revenue sharing. “We are so thankful for our clients and their trust,” says John-Mark. “Your referrals and relationships mean the world to us — and we pray for you weekly!”

Whitaker Myers
Jun 212 min read


The Bull Case for the U.S. Debt Situation: Why America's Balance Sheet Is Stronger Than It Seems
While headlines scream about rising U.S. debt, the real story might be more hopeful. From untapped national assets to a coming wave of AI-driven productivity, America’s balance sheet may be stronger than it seems. In this article, we explore why debt-to-GDP headlines don’t tell the full story—and why long-term investors can remain confident in the nation’s resilience and capacity to grow through innovation, strength, and strategic planning.

John-Mark Young
Jun 85 min read


The Benefits—and Limits—of a Revocable Living Trust in Estate Planning
A revocable living trust helps avoid probate, ensures privacy, and provides continuity if you’re incapacitated. But it doesn’t protect assets from lawsuits or help with Medicaid eligibility. It also doesn’t reduce taxes. To fill those gaps, consider an umbrella liability policy for asset protection and long-term care insurance for nursing home costs. A trust is a great start—but a complete plan requires more.

John-Mark Young
May 73 min read


Breaking Free from Concentrated Stock Risk: How Section 351 ETF Conversions Empower Investors
How to use section 351 ETF conversion to diversify concentrated stock positions.

John-Mark Young
May 24 min read


John-Mark Young Earns the Prestigious CFP® Certification
John-Mark Young has officially earned the Certified Financial Planner® certification after 14 months of study and dedication.

Whitaker Myers
Apr 221 min read


The Importance of Offense and Defense in Challenging Markets
Creating Offense and Defense In Your Portfolio Is The Key To Success In Retirement Investing.

John-Mark Young
Apr 106 min read


John-Mark Young of Whitaker-Myers Wealth Managers Named to Forbes’ List of Top In-State Wealth Advisors
John-Mark Young named to the Forbes List of Top In-State Wealth Advisors

Whitaker Myers
Apr 92 min read


Bible Verses To Help With Market Volatility (Anxiety)
Please enjoy these verses that I memorized and used when going through my Certified Kingdom Advisors designation.

John-Mark Young
Apr 65 min read


Reflections on My Visit to PIMCO’s Headquarters: Economic Insights and Investment Strategies
Reflections on my visit to PIMCO Headquarters - fixed income, trade policy and tariffs

John-Mark Young
Mar 244 min read


Financial Aid Chaos: What Is Going On?
College financial aid season is here, but cuts to programs like Pell Grants and Work-Study could shrink student aid. Proposed changes to student loans, including eliminating Parent PLUS Loans, may increase costs for families. Parents should understand aid offers, know what to negotiate, and avoid debt that risks their retirement. Exploring state schools, community colleges, and scholarships can help manage costs. Speak with a financial advisor to plan smart for college.

John-Mark Young
Mar 173 min read


John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation
John-Mark Young earns the ChFC designation from the American College of Financial Services

Whitaker Myers
Jan 232 min read


Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning
Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

John-Mark Young
Jan 14 min read


2025 Market Outlook: 5 Insights but No Prediction
5 Insights for your financial, saving and investing life for 2025.

John-Mark Young
Dec 22, 20247 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


OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....

John-Mark Young
Sep 16, 20245 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


Should I Use Gold or Bitcoin in my Diversified Portfolio?
With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...

John-Mark Young
Mar 31, 20246 min read


Election Coverage 2024: Presidential Elections & Their Impact on Markets
How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...

John-Mark Young
Mar 5, 20245 min read


How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

John-Mark Young
Jan 7, 20246 min read
bottom of page