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John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation

August 12, 2023

President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...

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John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation

What We Learned in the Markets This Week: August 11th 2023

August 12, 2023

1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...

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What We Learned in the Markets This Week: August 11th 2023

Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

August 8, 2023

Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...

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Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

What Fitch's U.S. Debt Downgrade Means for Investors

August 5, 2023

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

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What Fitch's U.S. Debt Downgrade Means for Investors

RISK ASSETS

August 2, 2023

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

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RISK ASSETS

HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

August 2, 2023

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

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HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

OPTIMAL SAVING & INVESTING

July 31, 2023

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

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OPTIMAL SAVING & INVESTING

PROACTIVE APPROACH ON BACK TO SCHOOL

July 31, 2023

Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...

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PROACTIVE APPROACH ON BACK TO SCHOOL

WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS

July 23, 2023

Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...

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WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS

WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

July 15, 2023

Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...

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WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS

July 9, 2023

A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...

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2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS

MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

July 9, 2023

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

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MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

July 4, 2023

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

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MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

July 4, 2023

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

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7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?

July 2, 2023

Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

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15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?

CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL

July 1, 2023

Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...

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CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL

THE WASH SALE RULE

June 29, 2023

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...

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THE WASH SALE RULE

AVOIDING VACATION DEBT

June 29, 2023

Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...

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AVOIDING VACATION DEBT

WHAT IS AN AMORTIZED LOAN?

June 25, 2023

Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...

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WHAT IS AN AMORTIZED LOAN?

JOHN-MARK YOUNG NAMED TO 2023 FASTEST GROWING ADVISORS TO WATCH

June 20, 2023

President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a second...

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JOHN-MARK YOUNG NAMED TO 2023 FASTEST GROWING ADVISORS TO WATCH
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