Nick Allen
MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?
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Whitaker Myers
Apr 5, 20233 min read
THE IMPORTANCE OF PORTFOLIO REBALANCING
Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.
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Drew Hodgson
Mar 21, 20233 min read
REWIRE THE BRAIN IN A BEAR MARKET
As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.
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John-Mark Young
Mar 18, 20234 min read
INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...
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Andrew Young
Mar 15, 20233 min read
INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.
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John-Mark Young
Feb 15, 20236 min read
CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!
Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...
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Drew Hodgson
Dec 22, 20223 min read
ORGANIZING YOUR FINANCES IN 2023
New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...
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Matthew Harris
Dec 15, 20225 min read
STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
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Drew Hodgson
Dec 8, 20224 min read
HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...
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Drew Hodgson
Nov 24, 20224 min read
3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING
Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...
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Jake Buckwalter
Nov 23, 20223 min read
SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...
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Nick Allen
Nov 10, 20224 min read
MEASURING YOUR RISK BEFORE INVESTING
You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...
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Kelly Kranstuber
Sep 9, 20224 min read
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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Clay Reynolds
Jun 23, 20223 min read
MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?
A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...
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John-Mark Young
Jun 15, 20223 min read
BEAR MARKETS: NORMAL BUT NOT FUN
Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...
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Kelly Kranstuber
Jun 7, 20225 min read
BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES
Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...
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John-Mark Young
May 9, 20226 min read
WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022
The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...
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Kelly Kranstuber
Apr 12, 20223 min read
COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...
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John-Mark Young
Feb 23, 20212 min read
WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...
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Griffin Lusk
Jan 14, 20213 min read
THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...
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