Latest Articles Written by our Team
SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio
SpaceX's historic IPO has captured investors' attention and sparked questions about whether now is the time to buy. In this article, John-Mark Young explores what makes SpaceX unique, why valuation matters, and how disciplined investors can participate in innovation without abandoning a long-term financial plan.

John-Mark Young Named to AdvisorHub’s 2026 Advisors to Watch — Fourth Consecutive Year on the List
Whitaker-Myers Wealth Managers is proud to announce that John-Mark Young, CFP®, has been named to AdvisorHub's 2026 Advisors to Watch ranking for the fourth consecutive year. The recognition highlights his commitment to comprehensive financial planning, tax-aware strategies, client service, and sustained practice growth.

Financial Organization: Where to Start When Your Money Feels Overwhelming
Many people avoid looking closely at their finances because they don't know where to start or fear what they might find. In this practical guide, Associate Financial Advisor Drew Hodgson explains how taking a simple snapshot of your income and expenses can turn financial stress into clarity and help you build a plan for moving forward with confidence.

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Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset

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Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard

New Highs, Then an Inflation Wake-up Call

AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained

Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
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What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros

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Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer

