What We Learned in the Markets

What We Learned in the Markets

di Whitaker-Myers Wealth Managers, LTD.

Investimenti Notizie economiche

What We Learned in the Markets This Week: January 3rd 2025

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/

3 Simple Priorities for 2025 Financial Success

Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three simple priorities to make your 2025 the best year. Have a fully funded emergency fund (and find our reasons why this helps your investment strategy), pay down your debt and invest in your future!

Whitaker Myers Wealth Managers 2024 Tax Review & 2025 Tax Outlook

Whitaker-Myers Tax Advisors President Kage Rush joins John-Mark Young and Tim Hilterman to discuss a review of your 2024 major tax themes, including what you'll want to do to be ready to file your taxes when the calendar turns to 2025 and the updates that you'll want to be informed about as it pertains to 2025 tax planning. Kage Rush can be reached at kagerush@whitaker-myers.com and his website is https://www.whitakertax.com/ Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Whitaker-Myers Wealth Managers, Ltd.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Whitaker-Myers Wealth Managers, Ltd.’s web site on the Internet should not be construed by any consumer and/or prospective client as Whitaker-Myers Wealth Managers, Ltd.’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Whitaker-Myers Wealth Managers, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Whitaker-Myers Wealth Managers, Ltd., please contact the state securities regulators for those states in which Whitaker-Myers Wealth Managers, Ltd. maintains a registration filing. A copy of Whitaker-Myers Wealth Managers, Ltd.’s current written disclosure statement discussing Whitaker-Myers Wealth Managers, Ltd.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Whitaker-Myers Wealth Managers, Ltd. upon written request. Whitaker-Myers Wealth Managers, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Whitaker-Myers Wealth Managers, Ltd.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This webinar and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

What We Learned in the Markets This Week: December 27th 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/

Three Biblical Principals to Make 2025 Your Best Year Yet

Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three principals that will make your 2025 the best year yet. Find out why being grateful, being generous and being a good steward can help not only your finances but can improve your thoughts and behaviors around money.

Repeal of WEP and GPO A Victory for Social Security Beneficiaries

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - the WEP and GPO was just repealed by Congress. 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: December 20th 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/

Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer

In this video John-Mark Young, President of Whitaker-Myers Wealth Managers ask Tim Hilterman ten questions so you can get to know him better.

What We Learned in the Markets This Week: December 13th 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, When & How Much Do I Qualify For In Social Security Benefits?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - how, when & how much do I qualify for in Social Security Benefits? 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/

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