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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


HENRY - High earners, not rich yet
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

Summit Puri
Aug 12, 20242 min read


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

Jake Buckwalter
Aug 12, 20243 min read


Risk Ability vs. Risk Tolerance
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Summit Puri
Aug 5, 20243 min read


Systematic and Unsystematic Risk Factors
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

Summit Puri
Jul 29, 20243 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


Taxes, it’s not really a love-hate relationship, is it?
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

Summit Puri
Jul 22, 20242 min read


Christmas in July Mindset
Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...

Lindsey Curry
Jul 22, 20242 min read


Fundamental and Technical Analyses
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Summit Puri
Jul 15, 20243 min read


Removing Private Mortgage Insurance (PMI) from your Mortgage
You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

Andrew Young
Jul 15, 20242 min read


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

Summit Puri
Jul 8, 20243 min read


Insurance: The extra layer of protection
When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

Logan Doup
Jul 1, 20244 min read
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