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: November 1st 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 I Contribute to Both a Roth IRA & Roth 401(k) and How to Integrate Both?

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/

What We Learned in the Markets This Week: October 25th 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 Could My Healthcare Costs Look Like During Retirement Medicare, LTC?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from a client who asks, “I am nearing retirement and considering I just completed my benefits for my workplace, I’m wondering what healthcare costs would look like in retirement with the options I’ll have available?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com T his 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: October 18th 2024

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. Additionally this week Summit brings on Financial Advisor Stephen Armstrong to help you learn more about diversification and the benefits of having a good diversified portfolio. 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/

Would Dave Ramsey Recommend I Invest in Real Estate As I Near Retirement?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from a client who asks, “I am nearing retirement and I hear Dave Ramsey talk a lot about his investments in real estate. Is this something I should pursue within my portfolio considering my age and how close I am to retirement?” 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: October 11th 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 Dave Ramsey Right About Investing In The Four Categories of Investing?

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a skeptics question about is Dave Ramsey correct about investing in the four categories of investments: growth, growth & income, aggressive growth and international? John-Mark Young not only gives you the answer to the question but shows historical market returns that prove his point. 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: October 4th 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/

Why Use An HSA and How To Contribute in Light of Your Baby Step 4 Calculation

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the benefits of a Health Savings Account (HSA) including one of most unique benefits - triple tax savings - and John-Mark will also answer how to think about this in relation your Baby Step 4 calculation. 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/

7 of 13