Blog

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...

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

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

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...

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

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...

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...

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 some sun and sand or loading up the RV for a trip to a National Park, we know the season for trips is among us. No matter the location, if you’re planning somewhere fun to head to during the summer – here are some simple money tips to consider while you prepare for that next vacation! Money Saving Tips and Tricks Budget Even though this is a vacation, create...

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...

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.