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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Writer's pictureGriffin Lusk

SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM


optimistic words

Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my goal in this quick piece is to give you what is hopefully a nice, quick breather from the typical top headlines and narratives. Inflation is a word that can, and especially now, leave a bad taste in your mouth. Let’s touch on this inflation topic a little bit for the month of April but also point to some other facts:

  • As of end of April ’22, the overall PCE deflator (“consumer prices” – the Fed’s preferred measure for inflation) was up 0.2% from March ’22

    • However, average gross personal income rose 0.4% month-over-month as well as disposable (or after-tax income) at a rise of 0.3% from March to April, both outpacing the 0.2% inflation number

    • The 0.2% increase from March to April is not necessarily optimal but much improved from the previous month-over-month result, where the increase for the same measure was +0.9% from February to March

  • The 0.2% jump in April brings us to a 6.3% annual increase in the PCE deflator (or inflation) looking from April ’21 to ‘22

    • Although lagging the 6.3% number, personal income rose 2.6% for the average working American for this same time period

    • Using data manipulation transparently, if you take governmental transfer payments out of the equation (exclude stimulus checks and unemployment benefits as a result of the pandemic from meeting the definition of personal income for this 365 days), then the hypothetical rise in personal income is actually 8.4% and specifically 12.7% for the private sector, both significantly outpacing inflation for the past year

  • From April ’21 to April ’22, spending on goods is up 6.4% and 10.8% for services year-over-year

    • With modern technology, the pandemic originally put a much bigger damper on demand for services in comparison to goods – with these numbers above and even just a simple eye test, it’s easy to be economically optimistic especially regarding service-heavy industries such as Healthcare, Utilities, Energy, etc.

It is easy to get caught up in negativity and that’s not to say that we would pretend to look at high inflation, for example, as a positive in and of itself. But, we also and certainly do not want to ignore positive signs, either!


High inflation obviously causes more money to come out of your pocket for an average purchase/expense, however, these numbers show that on average, there should be more money in the same pocket in the first place (in terms of income). More specifically, we are truly looking at a much more positive short-term trend. While personal income rose 0.5% from Feb. to March, the inflation number was higher at 0.9%, a loss for the average American. While inflation rose 0.2% from March to April, personal income rose at double the rate at 0.4%, arguably a short-term WIN for the average American more recently. Lastly, even though my point about stimulus payments and unemployment uses data manipulation, we think it’s arguable that the concept behind it was and still is the #1 driver of this inflationary environment. This inflated influx of cash into our money supply as a result of the pandemic and certain policies that came with it should not be a normal, sustainable, and recurring event moving forward that we are currently battling with and CAN fully recover from.


Source Material

To view, Click Here

Article: April Personal Income and Consumption

Entity: Data Watch – First Trust Advisors L.P.

Authors: Brian S. Wesbury

Robert Stein, CFA

Strider Elass

Andrew Opdyke, CFA

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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