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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...

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...

Along with the final high school transcript sent to the college committed to, students who have been placed on wait-lists might send a...

What is a Roth IRA A Roth IRA is an investment vehicle  that allows people to save for retirement using after-tax dollars. Those dollars are then invested into securities like mutual funds, individual stocks, bonds, or other investable securities. The advantage of a Roth IRA is that the investment grows tax-free, and distributions can be taken tax-free after age 59 ½. This is a great way to get tax-free savings and control your tax liability in retirement. The downside is that there are some...

Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...

Are you thinking about selling your small business  and sailing into the sunset?  Have you poured blood, sweat, and tears into your small business over the years and are now ready to settle into retirement ?  That’s great, but where should you begin?  In this article, we will discuss a few simple questions that will help you in the planning of the sale of your small business.    Question 1 – When Do You Plan To Retire? This question sounds relatively easy, but the reality is that over 70% of...

Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

The S&P 500 earnings refer to the aggregate earnings of the companies included in the S&P 500 index.

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...