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DIRECT INDEXING: A BOLD NEW FRONTIER

June 16, 2023

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...

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DIRECT INDEXING: A BOLD NEW FRONTIER

ESG INVESTING – REASONS FOR STEERING AWAY

June 15, 2023

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

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ESG INVESTING – REASONS FOR STEERING AWAY

MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND

June 15, 2023

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...

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MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND

LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

June 11, 2023

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

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LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

PLANNING FOR THAT NEXT TRIP

June 7, 2023

Vacation Mode With the weather warming up and the sun shining more, we all long for that next vacation. Whether heading to the beach for...

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PLANNING FOR THAT NEXT TRIP

YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

June 4, 2023

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

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YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

STARTING A SMALL BUSINESS – PART III – DAY-TO-DAY OPERATIONS AND COSTS

June 2, 2023

Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...

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STARTING A SMALL BUSINESS – PART III – DAY-TO-DAY OPERATIONS AND COSTS

STARTING A SMALL BUSINESS – PART II – WHAT TO SET IT UP AS AND TAX IMPLICATIONS

May 25, 2023

The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...

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STARTING A SMALL BUSINESS – PART II – WHAT TO SET IT UP AS AND TAX IMPLICATIONS

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

May 25, 2023

Fresh Seasonal Choices Did you know shopping seasonally can save you money? Especially when buying produce! If you purchase what is...

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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

What the Looming Debt Ceiling Deadline Means for Investors

May 22, 2023

Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...

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What the Looming Debt Ceiling Deadline Means for Investors

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

May 18, 2023

What are the differences between mutual funds and ETFs?

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MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

STARTING A SMALL BUSINESS PART I – THE FIRST STEPS

May 18, 2023

In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

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STARTING A SMALL BUSINESS PART I – THE FIRST STEPS

THE BENEFITS OF LONG-TERM DISABILITY INSURANCE

May 18, 2023

Long-term disability insurance. What are the risks, and the benefits of it?

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THE BENEFITS OF LONG-TERM DISABILITY INSURANCE

TO INVEST ALL AT ONCE OR OVER TIME?

May 11, 2023

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

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TO INVEST ALL AT ONCE OR OVER TIME?

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

May 8, 2023

We all want to celebrate moms well, and most of the time, the best gift you can give them is time and good food!

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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM

May 5, 2023

"This part of the crisis is over. Everyone should just take a deep breath." - JP Morgan Chief Executive Jamie Dimon On the morning of...

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HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM

TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES

May 4, 2023

Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

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TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES

ALL THINGS EMERGENCY FUNDS

May 4, 2023

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

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ALL THINGS EMERGENCY FUNDS

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

May 1, 2023

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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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

INVESTMENT STRATEGIES AND THEIR BENCHMARKS

April 27, 2023

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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INVESTMENT STRATEGIES AND THEIR BENCHMARKS
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