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Latest Articles Written by our Team

This Valentine’s Day, Fall in Love with a Smarter College Plan
Valentine’s Day is a reminder that thoughtful planning is an act of care—and college planning is no exception. This article explores why starting the college conversation early, understanding financial aid timelines, and setting clear expectations can help families make confident, financially sound decisions long before tuition bills arrive.

Preparing for Inflation: Practical Budgeting and Investment Strategies for a Higher-Cost World
Inflation has reshaped household budgets and long-term financial planning, with the cost of living rising nearly 20% since 2021. This article explores practical budget adjustments and investment strategies designed to help protect purchasing power and build resilience during prolonged inflationary periods.

Virtual Webinars with Our Experts

Christian Generosity & Strategic Giving Webinar
Join us for a meaningful webinar exploring how generosity can be both intentional and impactful, grounded in a biblical foundation of stewardship and abundance. You’ll learn practical ways to give beyond writing a check, including how donor-advised funds and appreciated assets can help maximize your charitable impact. We’ll also discuss strategies for weaving generosity into your broader financial plan so it aligns with both your goals and your values. If you’ve ever wondered how to make your giving more purposeful and faith-driven, this conversation is for you.
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What We Learned this Week

07:32
Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

07:48
Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset

07:43
Private video

07:56
Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard

07:53
New Highs, Then an Inflation Wake-up Call

08:41
AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained

06:56
Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

32:26
The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

34:19
The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

09:24
Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

08:24
Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

12:07
Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

10:09
Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

14:07
Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

11:21
The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
Question of the Week

03:58
Meet the Team: Whitaker-Myers Wealth Managers Introduction Video

02:35
Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team

02:07
Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro

08:51
What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros

01:00
NEW Client Portal/App - Whitaker-Myers Wealth Managers

01:05:50
Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

42:20
Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer

01:21
Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church - #financialadvisor
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