The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

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

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...

Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...

What are the differences between mutual funds and ETFs?

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...