What We Learned in the Markets & Question of the Week

Whitaker-Myers Wealth Managers, LTD.
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What We Learned in the Markets & Question of the Week

Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week. Chief Investment Officer John-Mark Young of Whitaker-Myers Wealth Managers answers your questions in a weekly segment of Question of the Week. We are one of Ramsey Solutions 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 Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.

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

    4 DAYS AGO

    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/

    11 min
  2. What We Learned in the Markets This Week: November 15th 2024

    6 DAYS AGO

    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/

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

    NOV 14

    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/

    11 min
  4. What We Learned in the Markets This Week: November 8th 2024

    NOV 11

    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/

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

    NOV 7

    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/

    13 min
  6. What We Learned in the Markets This Week: November 1st 2024

    NOV 5

    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/

    10 min
  7. What We Learned in the Markets This Week: October 25th 2024

    NOV 5

    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/

    12 min
  8. Can I Contribute to Both a Roth IRA & Roth 401(k) and How to Integrate Both?

    OCT 31

    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/

    9 min
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Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week. Chief Investment Officer John-Mark Young of Whitaker-Myers Wealth Managers answers your questions in a weekly segment of Question of the Week. We are one of Ramsey Solutions 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 Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.

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