Summit Puri obtains his CIMA designation and is promoted to Co-Chief Investment Officer at Whitaker-Myers Wealth Managers
Introduction One topic that comes up very often during initial meetings with clients is whether or not they have a will or trust set up....
As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be. For those who don’t live...
Last week, we took a look at tax loss harvesting and reviewed how to avoid capital gains, but we also saw examples of how this could...
Reflections on my visit to PIMCO Headquarters - fixed income, trade policy and tariffs
March is supposed to bring college acceptance letters and financial aid offers, but instead, we’ve got a bit of a hot mess. First, there...
When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...
Private Mortgage Insurance Saving for a house is a significant milestone that involves many moving parts and key factors to consider...
Life is filled with moments of change — from marriage and the birth of children to purchasing a new home or losing a loved one. Along...
Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to...
Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...
My wife and I have been following Dave Ramsey and Ramsey Solutions for 30 years. We married at the age of 20 and found ourselves in a...
Managing the sequence of return risk in your retirement planning process I am not a gambler. But I have seen it close enough to...
In previous posts, we’ve discussed how when we look at comparing returns, it is important to make sure that we compare like to like. For...
Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...
When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...
Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...
If you listen to The Dave Ramsey Show for just one episode, it will become very apparent that he is very passionate about relaying the...
The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...
John-Mark Young earns the ChFC designation from the American College of Financial Services
