Jake Buckwalter
The Bond Market Simplified
From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...
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Stephen Armstrong
Sep 235 min read
How Dollar-Cost Averaging Can Help Investors Get Into the Market
As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...
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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...
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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...
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Summit Puri
Jul 83 min read
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...
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John-Mark Young
Jan 76 min read
How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
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John-Mark Young
Dec 9, 20234 min read
Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...
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John-Mark Young
Aug 2, 20237 min read
HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...
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Drew Hodgson
May 10, 20234 min read
TO INVEST ALL AT ONCE OR OVER TIME?
We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.
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John-Mark Young
Mar 25, 20236 min read
THE STOCK MARKET: BACK TO THE BASICS
Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.
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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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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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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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Dustin Burkhart
Apr 17, 20225 min read
NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE
What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...
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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 20, 20225 min read
WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!
My wife is a high school basketball coach. There are so many times she’ll create a game plan, explain the game plan to the ladies on her...
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John-Mark Young
Jan 24, 20224 min read
MARKET VOLATILITY RETURNS - JANUARY 2022
Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...
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John-Mark Young
Jun 7, 20213 min read
NEW MONTHLY REPORTING AVAILABLE
Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...
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Griffin Lusk
May 17, 20214 min read
THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...
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John-Mark Young
Mar 12, 20201 min read
MARKET UPDATE
At Whitaker-Myers Wealth Managers, one of our core values is to have the heart of a teacher. Meaning, we want to educate and inform our...
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