Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...
This is a quick primer on Stock Options such as RSUs and RSOs.
Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...
Happy Mother’s Day! Congrats Grad! If you haven't already, you will hear and see these things very soon. You will also start to see many...
Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...
Do you have charitable intent? Maybe you are already an active donor. Do you generate a high annual income and want to take advantage...
Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...
One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...
As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...
A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...
As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...
With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...
‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...
One of the most common topics I discuss during meetings with financial coaching clients is how to save at the grocery store. Buying...
What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...
Not only does March bring green drinks, foul weather, and March Madness, it's also supposed to be the time college acceptances arrive...
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...
Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...
Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...
How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...
