top of page

Add a Title

Add a Title

Add a Title

Add a Title

Info

Read more...

Add a Title

Add paragraph text. Click “Edit Text” to customize this theme across your site. You can update and reuse text themes.

Read more...

Add a Title

Add paragraph text. Click “Edit Text” to customize this theme across your site. You can update and reuse text themes.

Read more...

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 pictureJake Buckwalter

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

Updated: Jun 12, 2023


"debt ceiling" on a road sign

Defining the Debt Ceiling

With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time, steals all the headlines for a number of days/weeks/months, and then disappears just as fast. The debt ceiling is the legal limit on the total amount of federal debt that the government can accrue. The limit applies to the federal debt held by the public, mainly comprised of treasury bills and notes, which corporations, local and state governments, banks, and foreign entities can hold. The limit also applies to money the government owes itself from borrowing from accounts like Social Security and Medicare trusts.


How high is the debt ceiling?

This amount currently sits at….. $31.381 Trillion. $24.5 Trillion is held publicly, and $6.9 Trillion is government borrowing. While the government hit the debt ceiling on January 19th, the Secretary of the Treasury, Janet Yellen, sent a letter to congress and used “extraordinary measures” to keep the government from shutting down. The most notable of these extraordinary measures is the suspension of reinvestment of government securities in the G fund, which can be found in government employees’ Thrift Savings plan. After the debt ceiling impasse, the G fund will be made whole. I will let my G fund participants pass judgment on that action.


What does it take to shut down?

2018 was the last time there was an extended government shutdown when the government was shut down for 35 days. The point of contention was the funding for Trump’s border wall. Trump wanted $5.7 billion for border wall construction, but congress did not, and after pushback from the press and a change of leadership in the house from republican to democrat, the funding package went through without Trump’s wall funding.


As with many things in the media, the spin is often in the name. The “Government Shutdown” doesn’t mean that every government employee stops showing up without pay. A government shutdown furloughs nonessential government employees while keeping essential parts of the government open and functional. When a funding bill is passed, the government employees receive backpay and resume regular operation. However, I have sympathy for government employees, the negotiation piece that congress uses to push its agenda.


Benefits of Living the “Ramsey way”

The larger question should be, how have we gotten to a point where we must borrow from the Social Security fund and the G fund to meet our government obligations? I’ll be honest; the government needs to take a trip down to Nashville, stop in the PODS Moving & Storage studio, and take the verbal beating that Dave Ramsey so lovingly hands out to his callers. He is speaking the truth in love.


If you feel like the government, with spending out of control and liabilities coming due, reach out to us then we can start to formulate a plan. The government’s benefit is that they have no retirement date, so in theory, it can indefinitely continue to service the debt as a line item on its budget. If you dream of retiring one day, you don’t have this luxury. Schedule a meeting with a financial advisor or financial coach today!

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.

bottom of page