John-Mark Young Earns CPWA® Certification

Whitaker-Myers Wealth Managers is pleased to announce that John-Mark Young has earned the Certified Private Wealth Advisor® (CPWA®) certification from the Investments & Wealth Institute. The advanced credential focuses on the planning needs of high-net-worth families — equity compensation, business succession, estate and charitable planning, and advanced tax strategy — and reflects John-Mark’s commitment to bringing sharper, more complete advice to the families the firm serves.

Do You Know What You Own? Understanding the 3 Major Retirement Portfolio Types

Not all investment portfolios are built the same way. Associate Financial Advisor Joseph Browning breaks down the three major retirement portfolio types—indexed, factor-based, and actively managed—exploring their advantages, disadvantages, and approaches to investing. Learn why understanding what you own and how your portfolio works is an important step toward aligning your investments with your long-term financial goals.

Volatility: The Price of Admission

Market downturns can be unsettling, especially when you see your hard-earned savings lose value. But volatility is a normal part of stock market investing, and understanding how it works can help you avoid emotional decisions and stay focused on your long-term goals. Financial Advisor David Gearhart explores why volatility matters, how time horizons and risk tolerance influence investment decisions, and how investors can use strategies like dollar-cost averaging and rebalancing.