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. 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: “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 @TheRa...

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 forec...

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 s...

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 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 hea...

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 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 h...

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...

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 h...

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: nationalsmartv...

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 th...

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: na...

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 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 chang...

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 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....

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 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 thro...

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 s...

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 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...

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 T...

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...