What We Learned in the Markets

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Bill in Pittsburgh, PA, who asks, “John-Mark we all know that there is going to be an emergency that pops up in our lifetime, so my wife and I have established our six month emergency fund. It is more than I want to leave just earning nothing - where should I put this emergency fund to earn a little inte...

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 o...

Kurtis Knoll joined John-Mark Young and Whitaker-Myers Wealth Managers to discuss charitable giving and how the use of a Donor Advised Fund might be able to play a key role. He discussed how a donor advised fund works, the tax benefits of them, when you might want to use one and what assets are accepted. The Barnabas Foundation and Whitaker-Myers Wealth Managers are unaffiliated. For specific tax...

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 o...

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 o...

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 o...

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 o...

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 o...

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  @TheRamsey...

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  @TheRamsey...

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  @TheRamsey...

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 m...

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  @TheRamsey...

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 o...

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.

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  @TheRamse...

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,

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...

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...

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 annu...

President & Chief Investment Officer John-Mark Young of Whitaker-Myers Wealth Managers discusses the following four points: Weekly Market & Economic Updates The Federal Reserve's December Meeting What happens to the Nasdaq 100 a year after a one-standard-deviation move to the upside? S&P 500 and Large Cap Growth Fund Concentration

Weekly Market & Economic Wrap Up Oct. Consumer Spending and PCE Number released this week. Three new stocks being added to the S&P 500 on December 18th Charlie Mungers financial advice on housing

Weekly Market & Economic Recap The laggards have become the leaders since November 14th 2023 What happens to the S&P 500 one year later in every rate hiking cycle since 1990 Nvidia earnings results

First Trust economist Andrew Opdyke (bio below) joins Whitaker-Myers Wealth Managers Chief Investment Officer John-Mark Young as they discuss how the economic backdrop shaped up in 2023 and they discuss thoughts for where they economy may go into 2024, including will there be a recession? Andrew Opdyke Bio: Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg...

John-Mark Young shares the four things we learned in the markets this week.