What We Learned in the Markets

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. Also, this week, Summit is joined by Whitaker-Myers Wealth Managers Portfolio Trader, Barbie Cypers. They discuss what her role as Portfolio Trader is, and how her work helps benefit you, the client! We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest...

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 Co...

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 Co...

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 Co...

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 Co...

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 Co...

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 Co...

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 Co...

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 Co...

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 Co...

Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers dives into his Time Machine to give himself or any teenager six financial tips that will help to guide them on the right path to financial success as they grow. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com You can find more information about Tim Hilterman at: ht...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Judy in Ohio who asks, "John-Mark, I have been given my investment options for your 401(k) plan. They want to default me into a mutual fund with the year at the end of its name (target date fund). Should I allow them to do this or is there a better option for my retirement investments at this new company?...

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 Co...

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 Co...

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 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...

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 Co...

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.

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 repeale...

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 Co...

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.

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 Co...

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 qu...

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 Co...

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 bankrup...