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: September 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/

Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Managers

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the exciting announcement that Whitaker-Myers Wealth Managers is now large enough to have a multi custodial relationship. While clients can still enjoy having their accounts held at Charles Schwab, we now have the ability to open accounts (IRA, Roth, HSA, SEP, SIMPLE, Brokerage or Bridge Accounts, etc.) at Fidelity through their RIA Custodial Platform. This expands our ability to serve clients already at Fidelity as well as opens up two new exciting features: Fidelity BrokerageLink and Fidelity Health Savings Accounts. 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/

10 Reasons Why You Should Read Rabbi Daniel Lapin’s Book: Thou Shall Prosper

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses his view of the ten central themes of Rabbi Daniel Lapin’s book, Thou Shall Prosper. This book is a common recommendation of Dave Ramsey and Dave Ramsey even wrote the forward to the book. 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: September 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/

What Are The Benefits of Using Fidelity BrokerageLink in my 401(k)?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses why someone would consider using the Fidelity BrokerageLink within their 401(k) plan. 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 Are Five Proven Biblical Money Principals Taught by Dave Ramsey?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses one of his favorite Dave Ramsey events where he spoke at Seacoast Church in Charleston, SC discussing five proven Biblical Money Principles that he has learned and taught during his 30 year ministry. 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: September 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/

What Are The Top Three Financial Moves After Tying The Knot (Getting Married)?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Joseph, our Associate Financial Advisor and amazing Ramsey Concierge, who is got married the week of August 17th 2024, "What are the top financial moves after getting married? 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: September 6th 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/

What Is a Bear Market and Why Does That Present a Problem For Someone In Or Near Retirement?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Deborah in Dallas, Texas, who asks, “John-Mark my husband and I are nearing retirement and therefore we’d like to understand what are the major risks we face. It seems that a bear market might be one we should be wary of. Can you please help us understand what a bear market is and how a retiree can navigate this dynamic?” 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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