Blog

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

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

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

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

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

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way to save for retirement. Many plans now offer Traditional 401(k) contributions AND Roth 401(k) contributions. But what is the difference between them, and which one is better? This article will explain the similarities and differences between a Roth 401(k) and a Traditional 401(k) and why I feel most people should save to a Roth 401(k) over a Traditional...

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

Grant Jennings joins Whitaker-Myers Wealth Managers

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

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...

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...

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....

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 health, relationships, careers, and, of course, our finances. When it comes to investing, it’s well known that adequately diversifying and staying invested are the best ways to achieve long-term financial goals. However, this is often easier said than done, especially when market and economic outlooks are uncertain, as they have been for many years. Fortunately,...

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 ability to provide an income is essential to your family’s day-to-day ability to afford goods and their future. What would you do if you couldn’t work? How far could you go without a paycheck? Only 14% of Americans own some form of disability coverage. Fifty-one million Americans lack sufficient disability insurance coverage . Disability insurance is a proven way...

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...

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...