What We Learned in the Markets

What We Learned in the Markets

by Whitaker-Myers Wealth Managers, LTD.

Investing Business News

What We Learned in the Markets This Week: March 1st 2024

Chief Investment Officer John-Mark Young 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/

Whitaker-Myers Wealth Mgrs Monthly Webinar: MOAT Based Investing

Amanda Sharratt, Chief Investment Officer at  @whitaker-myerswealthmanage2043  , and Brad Pope and Kol Estreicher of Van Eck, along with Andrew Lane director of equity research at Morningstar help you understand the key ideas around MOAT based investing. The MOAT based strategy is simple - find companies that have a sustainable competitive advantage over time. Watch this video to learn more about this and talk to a qualified financial advisor to understand if this method of investing would be appropriate for you. Whitaker-Myers Wealth Managers, LTD is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. 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 discussed herein. Whitaker-Myers Wealth Managers, Van Eck and Morningstar are not affiliated.

What We Learned in the Market This Week: February 23 2024

Chief Investment Officer John-Mark Young 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 We Learned in the Markets This Week: February 16th 2024

Chief Investment Officer John-Mark Young 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/

Commercial & Residential Real Estate Investment State of the Union - Whitaker-Myers Wealth Managers

John-Mark Young, Chief Investment Officer at  @whitaker-myerswealthmanage2043  , and Pat Dougherty of Invesco Real Estate give you an update on the real estate market in both the commercial space, including office, retail, self-storage, and industrial and residential space. This video was recorded in January of 2024.

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

Chief Investment Officer John-Mark Young of  @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and  @TheRamseyShow's  largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people with 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 We Learned in the Markets This Week: January 5th 2024

Weekly Market & Economic Numbers 11 days makes the entire year of the stock market on average. US Labor Department non-farm payroll numbers and unemployment rate for December 2023, released this week. Stocks that defined the week: General Motors, Tesla, Cigna, Wal-Greens,

What We Learned in the Markets This Year: December 31st 2023

Chief Investment Officer at Whitaker-Myers Wealth Managers, one of Dave Ramsey's National Smartvestor Pro's and a member of Ramsey Solutions Investing Council discusses the four things we learned in the markets this year: What Did Growth, Growth & Income, Aggressive Growth, and International Perform Like in 2023? Mortgage Rates: We Saw Them Peak in 2023 Which Makes Us Bullish on the US Economy in 2024 Bank Stocks: Perhaps Where Capital Should Flow as an Investment, Just Not a Client Debt: 2023 Continued to see Consumer & Government Debt Reach New Heights.

Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

Whitaker-Myers Tax Advisors Managing Member Kage Rush joins John-Mark Young to discuss a review of your 2023 major tax themes, including what you'll want to do to be ready to file your taxes when the calendar turns to 2024 and the updates that you'll want to be informed about as it pertains to 2024 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 weninar 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 22nd 2023

Chief Investment Officer at Whitaker-Myers Wealth Managers, one of Dave Ramsey's National Smartvestor Pro's and a member of Ramsey Solutions Investing Council discusses the four things we learned in the markets this week: Weekly Market and Economic News. After a good run in 2023, is the stock market too expensive? Monthly release of Personal Consumption Expenditures (PCE). Andreessen Horowitz annual ideas around the next big innovation.

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