Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...
What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...
This is a quick article about why you might consider investing in commercial real estate in your investment portfolio at Schwab or Fidelity.
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...
President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a third...
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...
Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...
You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...
Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...
Whitaker-Myers Wealth Managers gives investors 5 things to consider in the second half of 2024
Navigating the complex landscape of real estate investment often requires a keen understanding of various financial strategies and tax...
When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...
Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...
If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...
SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...
There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...
