What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
January. The first month of the year. For many, this means new diets and weight loss goals, new habits to form (or break), and ways to...
Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...
If a student is accepted by their first-choice college and that college uses the College Board's CSS Profile, a financial aid offer will...
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...
The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...
Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...
