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NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

April 26, 2023

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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NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

FACTS OVER FEAR FOR FINANCES

April 23, 2023

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

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FACTS OVER FEAR FOR FINANCES

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

April 21, 2023

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

SAVE ON SPRING CLEANING

April 13, 2023

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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SAVE ON SPRING CLEANING

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

April 10, 2023

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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COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

THE IMPORTANCE OF PORTFOLIO REBALANCING

April 6, 2023

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

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THE IMPORTANCE OF PORTFOLIO REBALANCING

THE STOCK MARKET: BACK TO THE BASICS

March 26, 2023

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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THE STOCK MARKET: BACK TO THE BASICS

REWIRE THE BRAIN IN A BEAR MARKET

March 22, 2023

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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REWIRE THE BRAIN IN A BEAR MARKET

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

March 22, 2023

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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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

MY EXTRA CASH AND WHERE IT SHOULD GO

March 22, 2023

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

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MY EXTRA CASH AND WHERE IT SHOULD GO

PIZZA NIGHT ON A BUDGET

March 20, 2023

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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PIZZA NIGHT ON A BUDGET

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

March 19, 2023

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

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

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

March 19, 2023

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

A Sunny-Side Up Kind Of Breakfast

March 16, 2023

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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A Sunny-Side Up Kind Of Breakfast

INVESTING AND OUR HABITS

March 16, 2023

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

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INVESTING AND OUR HABITS

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

March 14, 2023

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

HOW OUR HABITS CAN IMPACT OUR FINANCES

March 9, 2023

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

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HOW OUR HABITS CAN IMPACT OUR FINANCES

QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR

March 9, 2023

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

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QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR

BUDGET – FRIENDLY RECIPE FOR YOU AND THE FAMILY

March 9, 2023

Need some luck finding an easy yet delicious dinner recipe to feed the family for St. Patrick’s Day?

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BUDGET – FRIENDLY RECIPE FOR YOU AND THE FAMILY

MARCH 2023 MARKET UPDATE: WHY INVESTORS ARE FEELING DEJA VU AROUND THE FED AND INFLATION

March 5, 2023

With the February market reaction for investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines.

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MARCH 2023 MARKET UPDATE: WHY INVESTORS ARE FEELING DEJA VU AROUND THE FED AND INFLATION
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