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...
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...
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...
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
