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New Thoughts on Term Life Insurance

November 18, 2024

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

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New Thoughts on Term Life Insurance

President Trump’s Election Victory and Investing

November 11, 2024

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

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President Trump’s Election Victory and Investing

What is the Efficient Market Hypothesis?

November 11, 2024

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

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What is the Efficient Market Hypothesis?

Election 2024: Navigating Financial Plans Amid Political Uncertainty

November 3, 2024

How to think about the Presidential Election as it relates to my investment portfolio

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Election 2024: Navigating Financial Plans Amid Political Uncertainty

John-Mark Young Earns RMA® Certification and Advanced Certificate in Blockchain and Digital Assets

November 3, 2024

John-Mark Young earns his RMA® (Retirement Management Advisor) and Advanced Certificate in Blockchain and Digital Assets designations

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John-Mark Young Earns RMA® Certification and Advanced Certificate in Blockchain and Digital Assets

Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year

November 3, 2024

Whitaker-Myers Group named Wooster Chamber of Commerce Business of the Year

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Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year

How Fee-Based Advisors work and the benefits to you

October 28, 2024

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

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How Fee-Based Advisors work and the benefits to you

How to manage an Inherited IRA

October 28, 2024

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

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How to manage an Inherited IRA

The Power of Principal-Only Payments

October 21, 2024

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

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The Power of Principal-Only Payments

Intentionality Series: Part 3

October 21, 2024

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

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Intentionality Series: Part 3

Traditional 401(k) vs. Roth 401(k)

October 14, 2024

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

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Traditional 401(k) vs. Roth 401(k)

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

October 14, 2024

For most companies, the 4th quarter of the year is an essential time for registering for benefits.  According to the Bureau of Labor...

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Employer Annual Benefits Enrollment – What You Need to Consider - 2024

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

October 7, 2024

Grant Jennings joins Whitaker-Myers Wealth Managers

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Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

The Bond Market Simplified

October 7, 2024

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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The Bond Market Simplified

Intentionality Series: Part 2

October 7, 2024

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

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Intentionality Series: Part 2

Actively Managed vs. Passively Managed Funds

September 30, 2024

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

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Actively Managed vs. Passively Managed Funds

Can I be a Millionaire?

September 30, 2024

Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

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Can I be a Millionaire?

How Dollar-Cost Averaging Can Help Investors Get Into the Market

September 23, 2024

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

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How Dollar-Cost Averaging Can Help Investors Get Into the Market

Have you thought about Disability Insurance? If not, the time is now.

September 23, 2024

Most Valu able Asset Your most valuable asset isn’t your home, car, or retirement account. It’s the ability to make an income. Your...

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Have you thought about Disability Insurance? If not, the time is now.

Monetary Policy vs Fiscal Policy: What’s What with the Economy

September 16, 2024

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

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Monetary Policy vs Fiscal Policy: What’s What with the Economy
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