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...
Whitaker-Myers Wealth Managers
投资管理
Mansfield，Ohio 781 位关注者
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach.
关于我们
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach. We are Dave Ramsey’s Smartvestor Pro’s, which means our advisors have the heart of a teacher and a passion for helping you. Offering a wide range of investment services and alternatives, Whitaker-Myers Wealth Managers are committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, we work with clients to design investment portfolios to help meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, we will put you - and your needs - first!
- 网站
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https://whitakerwealth.com
Whitaker-Myers Wealth Managers的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Mansfield，Ohio
- 类型
- 私人持股
- 创立
- 1869
- 领域
- Retirement Planning、Roth IRA、401(k) Rollover、Traditional IRA、Mutual Funds、Social Security、SmartVestor Pro、Financial Planning、Non Retirement Investment Accounts、ETFs和Financial Advisor
地点
Whitaker-Myers Wealth Managers员工
动态
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March typically brings college acceptance letters and financial aid offers, but this year, things are a bit more complicated. With the rocky rollout of the new Better FAFSA and potential cuts to student aid packages in Congress, it’s more important than ever for parents of college-bound students to stay informed. This article by President and Chief Investment Officer John-Mark Young breaks down the current landscape of financial aid and student loan changes and offers tips on how to navigate the process to save money and make the best financial decisions for your family. https://lnkd.in/e5DzugnT
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In this article, associate financial advisor Clay Reynolds breaks down the essentials of Private Mortgage Insurance (PMI) and its role in the home-buying process. He explains when PMI is required, how it impacts your monthly payments and strategies for minimizing or eliminating it. Whether you’re a first-time homebuyer or looking to better understand your mortgage options, Clay’s insights will help you make more informed financial decisions. https://lnkd.in/eh3dskVE
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Chief Financial Planning Officer Tim Hilterman of Whitaker-Myers Wealth Managers reveals his top strategies for maximizing your most powerful wealth-building asset – your income! In this video, he shares his top 3 tips for saving, spending, and...
Your Most Important Wealth Building Tool - Your Income!
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Join us for an insightful webinar on Creating Financial Momentum, hosted by Whitaker-Myers Wealth Managers. Whether you're just starting out or looking to refine your financial strategy, Chief Financial Planner Tim Hilterman will guide you through...
Creating Financial Momentum Webinar Teaser with Tim Hilterman!
https://www.youtube.com/
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Financial Advisor Stephen Armstrong shares how business cycles play a crucial role in financial planning by influencing economic conditions and shaping investment strategies. Understanding the different phases—expansion, peak, contraction, and trough—allows financial planners to adjust risk levels, capitalize on growth opportunities, and prepare for downturns. This awareness helps ensure clients make informed decisions and stay on track to achieve their financial goals, regardless of market fluctuations. https://lnkd.in/e97Qs7ne
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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...
What We Learned in the Markets This Week: March 14 2025 - #markets #inflation #theramseyshow
https://www.youtube.com/