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What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

Summit Puri
Nov 11, 20243 min read


How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

Ethan Barry
Oct 28, 20243 min read


How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

Clay Reynolds
Oct 28, 20242 min read


The Power of Principal-Only Payments
In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...
Mica McKenna
Oct 21, 20244 min read


Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Summit Puri
Oct 21, 20243 min read


Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Kelly Kranstuber
Oct 14, 20244 min read


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

Jake Buckwalter
Oct 7, 20243 min read


Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

Summit Puri
Oct 7, 20243 min read


Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

David Gearhart
Sep 30, 20243 min read


Can I be a Millionaire?
Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

Matthew Harris
Sep 30, 20248 min read


How Dollar-Cost Averaging Can Help Investors Get Into the Market
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...

Stephen Armstrong
Sep 23, 20245 min read


Have you thought about Disability Insurance? If not, the time is now.
Most Valu able Asset Your most valuable asset isn’t your home, car, or retirement account. It’s the ability to make an income. Your...
Robyn Minnear
Sep 23, 20245 min read


Monetary Policy vs Fiscal Policy: What’s What with the Economy
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...

Nick Allen
Sep 16, 20244 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


Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Summit Puri
Sep 9, 20242 min read


Section 121 Exclusion
Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

Clay Reynolds
Sep 9, 20242 min read


Timing vs. Time in the Market
Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

Summit Puri
Sep 3, 20242 min read


Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

David Gearhart
Sep 3, 20243 min read


When is a good time to refinance your mortgage?
Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

Summit Puri
Aug 19, 20243 min read


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

Nick Allen
Aug 19, 20244 min read
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