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: December 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/

Is Social Security Going Bankrupt? Will I Be Able to Get a Benefit?

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 - is social security going bankrupt? 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: November 29th 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/

Can You Time The Stock Market? Get Out Before It’s Bad and In When It’s Good?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Can you get in the market when it’s good and get out of the market when it’s bad like Michael Burry of the Big Short did? 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.

Whitaker-Myers Wealth Managers 2025 Market Outlook Economic Update Featuring Economist Andrew Opdyke

Whitaker-Myers Wealth Managers hosted First Trust Senior Economist Andrew Opdyke for a town hall type discussion about the state of the US and world economy in 2024 and their outlook for 2025. Items discussed were the state of the job market, personal consumption, manufacturing construction, inflation, global freight rates, S&P 500 earnings vs 10 year treasury yield, S&P 500 earnings forecasts, global adult literacy rates and finally the share of the world population living in extreme poverty.

Book Review and Analysis: Dave Ramsey’s Baby Step Millionaires

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 dives into the premise and theme of Dave Ramsey’s 2022 book titled Baby Step Millionaires. Specifically John-Mark dives into the six misconceptions our culture has about how to become a millionaire. 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: November 15th 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/

Should I Consider Investing in Israel As Part of My Dave Ramsey International Stock Allocation?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from a client who asks, “Should I consider investing in Israel as part of my international allocation because of President Trump’s recent election?” 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: November 8th 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/

Adding Digital Assets to my Portfolio at a 1% Allocation - Good or Bad Idea?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from Lisa in Ohio who asks, “Can I contribute to both a Roth IRA and a Roth 401(k) and How Does Dave Ramsey Recommend I Integrate Them Both Together?” 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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