Blog

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...

Whitaker-Myers Wealth Managers at a team building event.

A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...

So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other types of insurance to protect their assets and overall financial plan. Planning for the unexpected is important, and insurance serves that purpose. It's a safety net that provides relief in times of crisis, ensuring your financial plan stays on track. It's not an investment that grows over time; it's a shield that protects your financial plan from being...

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...

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

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration, while for the other half, this is a disappointing result that will require time to process. This reflects the divisions in our country on both social and economic matters that we hope will heal in time. The stock market has performed well across both parties It’s clear that political outcomes can influence our...

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

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

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

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