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What Are the 2 Types of Risk – And Can an Advisor Do Anything About It?
In investing, risk isn’t binary—it’s a spectrum. Advisors help manage unsystematic risks like business or regulatory issues through diversification and planning. While systematic risks like inflation or geopolitical events can’t be controlled, advisors prepare clients to navigate them with confidence. It’s not about predicting the future—it’s about being ready for it. Ready to build resilience into your plan? Let’s talk.
Joseph Browning
Jun 302 min read


The Overlooked Tax Credit: The Residential Clean Energy Tax Credit
Homeowners who install energy-efficient systems like heat pumps, skylights, or biomass stoves may qualify for the Residential Clean Energy Tax Credit—worth up to 30% of the cost. Caps apply, such as $2,000 for heat pumps and $600 for windows. To claim it, file IRS Form 5695 with your tax return. Before starting home upgrades, consult a tax professional to ensure eligibility. Whitaker Myers offers financial and tax guidance to help you save more this tax season.
Joseph Browning
Feb 202 min read


The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore
For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...
Joseph Browning
Dec 19, 20243 min read
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