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OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

June 30, 2022

Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...

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OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

June 24, 2022

A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...

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MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

June 23, 2022

Did you know: Good Driving Habits Can Lead to Better Gas Mileage And More Dollars In Your Bank Account? There are several things you can...

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HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

BEAR MARKETS: NORMAL BUT NOT FUN

June 16, 2022

Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...

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BEAR MARKETS: NORMAL BUT NOT FUN

RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

June 16, 2022

With increasing gas prices, seeing inflation every day at the grocery store, coming off a 2 year long and counting world pandemic, and...

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RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

June 8, 2022

Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide any kind of research or decision-making; I simply use it as it is intended which is for entertainment and informational purposes only. Normally it is just background noise while I go about my day but I do occasionally tune in to my favorite show, Making Money with Charles Payne. Out of all the shows on Fox Business from opening bell to market close, I find...

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BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

June 1, 2022

2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...

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INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM

May 31, 2022

Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my goal in this quick piece is to give you what is hopefully a nice, quick breather from the typical top headlines and narratives. Inflation is a word that can, and especially now, leave a bad taste in your mouth. Let’s touch on this inflation topic a little bit for the month of April but also point to some other facts: As of end of April ’22, the overall PCE...

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SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM

I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?

May 27, 2022

I-Bonds and Treasury Inflation-Protected Securities (TIPS) are investments that offer principal protection. These investments are...

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I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?

STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?

May 11, 2022

Jeopardy! for the Win!!! While watching Jeopardy! a few weeks back, there was a young woman, who just became that rounds new Jeopardy!...

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STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?

WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

May 10, 2022

The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

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WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

UNDERSTANDING DAVE RAMSEY'S 4 CATEGORIES OF INVESTING

May 5, 2022

Dave’s 4 categories for Investing.

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UNDERSTANDING DAVE RAMSEY'S 4 CATEGORIES OF INVESTING

AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

April 27, 2022

Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...

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AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

NEW RAMSEY PERSONALITY: KRISTINA ELLIS

April 27, 2022

Guess what everyone!! Ramsey Solutions has a new personality that you may have heard on the air recently or maybe you have seen her on...

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NEW RAMSEY PERSONALITY: KRISTINA ELLIS

NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE

April 18, 2022

What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing such high volatility in the markets for the year 2022? This one word that we, the consumers, are feeling on a day-to-day basis, Inflation. Since the Covid-19 pandemic begun here in the United States, the Federal Reserve began stimulating the economy, as we all remember those months in 2020 where only “essential workers” reported for work, stimulating the...

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NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE

COMPANY STOCK: HOW MUCH IS TOO MUCH?

April 13, 2022

Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not only do you get to reap the benefits of your hard work but knowing you have a stake in the company directly leads to working harder and taking more pride in your work and pride in your company. Your company knows this; that is why they offer company stock in your retirement plan. Being proud of your work and company you work for is great but it often leads...

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COMPANY STOCK: HOW MUCH IS TOO MUCH?

PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER

April 13, 2022

The time has come to make the next big decision for your future. You have a steady job, making a decent income, and either want to start...

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PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER

WE DO BETTER, WHEN YOU DO BETTER!

April 13, 2022

The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...

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WE DO BETTER, WHEN YOU DO BETTER!

FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

April 7, 2022

There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

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FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

APRIL 1ST IS 401(K) DAY!

April 7, 2022

Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...

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APRIL 1ST IS 401(K) DAY!
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