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

    3 DAYS AGO

    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/

    10 min
  2. What We Learned in the Markets This Week: October 11th 2024

    6 DAYS AGO

    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/

    11 min
  3. Is Dave Ramsey Right About Investing In The Four Categories of Investing?

    OCT 10

    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/

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

    OCT 7

    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/

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

    OCT 3

    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/

    11 min
  6. What We Learned in the Markets This Week: September 27th 2024

    SEP 30

    What We Learned in the Markets This Week: September 27th 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
  7. Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Managers

    SEP 28

    Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Managers

    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 through their RIA Custodial Platform. This expands our ability to serve clients already at Fidelity as well as opens up two new exciting features: Fidelity BrokerageLink and Fidelity Health Savings Accounts. 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/

    10 min
  8. 10 Reasons Why You Should Read Rabbi Daniel Lapin’s Book: Thou Shall Prosper

    SEP 26

    10 Reasons Why You Should Read Rabbi Daniel Lapin’s Book: Thou Shall Prosper

    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 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
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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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