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One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...

What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...

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

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...

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...

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...

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

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

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

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...

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...

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

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

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!...

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

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

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...

Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now, remember, LinkedIn is supposed to be the anti-Facebook social media website. Anti-social media in the sense that for busy professionals, it’s a way to share their expertise in a given area, congratulate other professionals on their success regarding awards and promotions, and even learn something along the way with tools such as LinkedIn Learning. However, lately, it’s been a barrage of me watching some of my bolder...

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors must know. The rule we are writing about today is the wash sale rule. The wash sale rule can significantly impact an investor's taxes and investment strategy. What is the “Wash Sale” Rule The wash sale rule prohibits investors from claiming a loss on the sale of a security if they purchase or acquire a substantially identical security within 30 days of the...

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