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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

When you think Cinco de Mayo, you immediately think of dinner with friends consuming all things tacos, fajitas, guac, and salsa, right?

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May 1, 2023

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

INVESTMENT STRATEGIES AND THEIR BENCHMARKS

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

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April 27, 2023

INVESTMENT STRATEGIES AND THEIR BENCHMARKS

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...

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April 26, 2023

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

FACTS OVER FEAR FOR FINANCES

Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

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April 23, 2023

FACTS OVER FEAR FOR FINANCES

WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

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April 21, 2023

WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

SAVE ON SPRING CLEANING

With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...

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April 13, 2023

SAVE ON SPRING CLEANING

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

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April 10, 2023

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

THE IMPORTANCE OF PORTFOLIO REBALANCING

Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.

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April 6, 2023

THE IMPORTANCE OF PORTFOLIO REBALANCING

THE STOCK MARKET: BACK TO THE BASICS

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.

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March 26, 2023

THE STOCK MARKET: BACK TO THE BASICS

REWIRE THE BRAIN IN A BEAR MARKET

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

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March 22, 2023

REWIRE THE BRAIN IN A BEAR MARKET

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

We have the temptation to overspend any time we're traveling, but we also have the opportunity to plan ahead and prepare, and save!

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March 22, 2023

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

MY EXTRA CASH AND WHERE IT SHOULD GO

Let's review some options to get the most out of your hard-earned money.

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March 22, 2023

MY EXTRA CASH AND WHERE IT SHOULD GO

PIZZA NIGHT ON A BUDGET

Are you ever longing for Friday night to bite into that delicious crispy crust and melted cheese on the pizza you know you will order to...

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March 20, 2023

PIZZA NIGHT ON A BUDGET

RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES

The recent failure of three U.S. banks has raised concerns over the economy and financial system.

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March 19, 2023

RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES

INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

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March 19, 2023

INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

A Sunny-Side Up Kind Of Breakfast

Afraid you’ll have corned beef leftover from St. Patrick’s Day and already dreading reheating it and trying to find sides?

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March 16, 2023

A Sunny-Side Up Kind Of Breakfast

INVESTING AND OUR HABITS

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

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March 16, 2023

INVESTING AND OUR HABITS

WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS

To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

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March 14, 2023

WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS

HOW OUR HABITS CAN IMPACT OUR FINANCES

Like a fitness coach might map out and encourage healthy habits, so does a financial coach.

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March 9, 2023

HOW OUR HABITS CAN IMPACT OUR FINANCES

QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR

Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.

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March 9, 2023

QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR
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