Blog

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

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

Fresh Seasonal Choices Did you know shopping seasonally can save you money? Especially when buying produce! If you purchase what is currently in season, it will be cheaper than those out-of-season options. This is why buying strawberries in the middle of winter can seem astronomical, especially for not-great quality – simply put, it just isn’t the season for them yet! Venture out of your comfort zone and see what’s in season! With spring in progress and the “official” kick-off to summer...

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...

What are the differences between mutual funds and ETFs?

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

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

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

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

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

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

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

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

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

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...

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

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

With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an overwhelming task they want to avoid and are willing to pay (on average) $200 or more for this service to be done for them. Instead of rearranging your monthly budget to find those additional dollars, save that money for something else (wanted or needed) and create a systematic room-by-room schedule to tackle your spring cleaning yourself this year. Where to...

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

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