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The benefit of buying off-season

May 6, 2024

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...

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The benefit of buying off-season

What is the Volatility Index, and how does it impact investments?

April 29, 2024

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...

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What is the Volatility Index, and how does it impact investments?

Donor Advised Funds: One Way to Optimize Your Giving

April 29, 2024

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage...

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Donor Advised Funds: One Way to Optimize Your Giving

The Phases of Retirement

April 22, 2024

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

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The Phases of Retirement

Old 401k rollovers - What to do with them

April 22, 2024

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...

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Old 401k rollovers - What to do with them

One metric to rule them all, or not. Part 3

April 15, 2024

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...

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One metric to rule them all, or not. Part 3

Reasons to Schedule a Meeting with Your Financial Advisor

April 15, 2024

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...

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Reasons to Schedule a Meeting with Your Financial Advisor

One metric to rule them all, or not. Part 2

April 4, 2024

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,...

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One metric to rule them all, or not. Part 2

Should I Use Gold or Bitcoin in my Diversified Portfolio?

April 1, 2024

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...

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Should I Use Gold or Bitcoin in my Diversified Portfolio?

One metric to rule them all, or not. Part 1

March 27, 2024

‘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...

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One metric to rule them all, or not. Part 1

Saving Better at the Grocery Store

March 27, 2024

One of the most common topics I discuss during meetings with financial coaching clients is how to save at the grocery store. Buying...

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Saving Better at the Grocery Store

Are you wealthy, rich, somewhere in between, or nowhere close?

March 25, 2024

What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...

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Are you wealthy, rich, somewhere in between, or nowhere close?

WMWM College Planning Update: March 2024

March 19, 2024

Not only does March bring green drinks, foul weather, and March Madness, it's also supposed to be the time college acceptances arrive...

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WMWM College Planning Update: March 2024

Baby Step Motivation

March 18, 2024

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...

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Baby Step Motivation

Purchasing Power: The highs and lows

March 18, 2024

Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...

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Purchasing Power: The highs and lows

Mean Median and Mode: How they equate to your finances today

March 11, 2024

Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...

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Mean Median and Mode: How they equate to your finances today

Election Coverage 2024: Presidential Elections & Their Impact on Markets

March 5, 2024

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...

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Election Coverage 2024: Presidential Elections & Their Impact on Markets

Opportunity cost: An objective valuation and impact of your decisions

March 4, 2024

Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

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Opportunity cost: An objective valuation and impact of your decisions

Are You Ready to get back on track with your goals?

February 29, 2024

The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

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Are You Ready to get back on track with your goals?

Investment strategies: Most common investment vehicles

February 26, 2024

What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

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Investment strategies: Most common investment vehicles
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