Economy 2/6

Monetary Policy vs Fiscal Policy: What’s What with the Economy

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

Summit Puri

Sep 92 min read

Intentionality Series: Part 1

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Clay Reynolds

Sep 92 min read

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

Summit Puri

Sep 32 min read

Timing vs. Time in the Market

Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

When is a good time to refinance your mortgage?

Summit Puri

Aug 193 min read

When is a good time to refinance your mortgage?

Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

Nick Allen

Aug 194 min read

Individual Stocks: Risk, Reward

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

Summit Puri

Aug 122 min read

HENRY - High earners, not rich yet

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

What Portfolio Rebalancing is, and its importance

Jake Buckwalter

Aug 123 min read

What Portfolio Rebalancing is, and its importance

What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...

Summit Puri

Aug 53 min read

Risk Ability vs. Risk Tolerance

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Systematic and Unsystematic Risk Factors

Summit Puri

Jul 293 min read

Systematic and Unsystematic Risk Factors

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

Taxes, it’s not really a love-hate relationship, is it?

Summit Puri

Jul 222 min read

Stock Market Investing

Taxes, it’s not really a love-hate relationship, is it?

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

Lindsey Curry

Jul 222 min read

Christmas in July Mindset

Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...

Summit Puri

Jul 153 min read

Fundamental and Technical Analyses

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...

Removing Private Mortgage Insurance (PMI) from your Mortgage

Andrew Young

Jul 152 min read

Removing Private Mortgage Insurance (PMI) from your Mortgage

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

Summit Puri

Jul 83 min read

Stock Market Investing

Intrinsic vs Market Value/Price

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

Insurance: The extra layer of protection

Logan Doup

Jul 14 min read

Insurance: The extra layer of protection

When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

Summit Puri

Jul 14 min read

Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

Jake Buckwalter

Jun 242 min read

What is a Password Manager?

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

Making a House a Home: Simple Fixes on a Budget

Nick Allen

Jun 173 min read