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

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

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

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

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.

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...

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...

The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...

Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...

Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...

Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...