What We Learned in the Markets

What We Learned in the Markets

por Whitaker-Myers Wealth Managers, LTD.

Inversiones Noticias de negocios

Does The Recent Market Selloff (August 2024) Warrant a Change To My Portfolio?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Savannah in New Smyrna Beach Florida, who asks, “After reviewing my portfolio the last few days I’m worried about the markets and a pending recession. Should I do anything based on what I’m seeing?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

Understanding the Four Investment Categories of Dave Ramsey

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Lucas in Loudonville, Ohio who asks, “Please help me understand the four investment categories of Dave Ramsey which of course include growth, growth & income, aggressive growth and international?” John-Mark describes these and discusses how some investment advisors cheat using world and global funds instead of pure international funds. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

How To Use a Donor Advised Fund to Save on Taxes and Fulfill Charitable Goals

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Ken in Overland Park, Kansas, who asks, “John-Mark and Team, I have recently entered into contract negiotiations to sell my business to a private equity firm. My CPA has recommended that I look into a donor advised fund to save on taxes this year and help fulfill our charitable goals with our church and other nonprofits. Can you help explain the benefits of this product?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

What We Learned in the Markets This Week: August 9th 2024

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/

How To Sell Real Estate Without Taxes Using Section 121 and Section 1031

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Susan in Solon, Ohio who asks, “My husband and I are selling a property we have owned for the last twenty years and it will sell at a significant gain. Is there anything we can do to avoid paying taxes on such a transaction?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

What is the 4% Withdrawal Rule and Is it Applicable to Me?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Jason in Jacksonville, Florida who asks, “I have heard about the 4% withdrawal rate - what is that and is that what I should be taking out of my investment account each year or is there a better number to use? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

What We Learned in the Markets This Week: August 2nd 2024

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/

How Can I Stop Impulsive Spending & Start Saving Consistently?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Tim in Texarkana, Texas who asks, “ My wife and I have been Dave Ramsey-ish and we’re sick and tired of being sick and tired. The one thing that. Continues to get in our way, is our spending habits. We just can’t seem to rein that in. I would love to know how you teach your clients how they can stop impulsive spending and start saving more consistently?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

How To Contribute To My Child’s Roth IRA Using a 529 Plan?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from David in Huntington, West Virginia, who asks, “I’d like to make a contribution to my child’s Roth IRA but he’s only six. I just ran some numbers on what a small contribution could look like, over the next sixty years and the compound interest is incredible, even on just a small amount of money. Based on my research, I can’t contribute to a Roth IRA for him because he doesn’t a have any income at his young age. Any way I can work around this?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

What We Learned in the Markets This Week: July 26th 2024

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/

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