This article was originally published here and submitted to Richland Source for publishing. It’s official: the Big Beautiful Bill Act has been signed into law. While the name might make you smile, this legislation brings serious and sweeping changes to the tax landscape—changes that could significantly affect your financial life. As your financial partner, I want to make […]
Whitaker Myers Wealth Managers
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Whitaker-Myers Wealth Managers chief compliance officer Kelly Taylor earns prestigious IACCP® designation
This article was originally published here and submitted to Richland Source for publishing. Whitaker-Myers Wealth Managers proudly announces that Kelly Taylor, our esteemed Chief Compliance Officer, has earned the Investment Adviser Certified Compliance Professional (IACCP®) designation. This achievement underscores Kelly’s dedication to upholding the highest standards of regulatory compliance and her unwavering commitment to our clients’ best interests. […]
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The bull case for the U.S. debt situation: Why America’s balance sheet is stronger than it seems
This article was originally published here and submitted to Richland Source for publishing. A few weeks ago, one of our excellent Financial Advisors, Jake Buckwalter, wrote a piece titled, The U.S. National Debt – Can it be Fixed? You can read that article here. The article inspired me, partly because I, too, have been thinking a lot […]
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Breaking free from concentrated stock risk: How section 351 ETF conversions empower investors
This article was originally published here and submitted to Richland Source for publishing. This week, my Co-Chief Investment Officer, Summit Puri, Tim Hilterman, CFP®, and I were able to spend about an hour with Meb Faber, who was in town for the Financial Planning Association All-Ohio Symposium, talking markets, US vs. International valuations, the incompetence of CALPERS, […]
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Special update: What U.S.-China trade progress means for investors
This article was originally published here and submitted to Richland Source for publishing. We learned last week that Treasury Secretary Scott Bessent and United States Trade Representative Jamieson Greer were going to meet with a senior-level Chinese official in Switzerland to begin dialogues around trade negotiations. President Trump tweeted on Friday that 80% tariffs might be reasonable, […]
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The importance of offense and defense in challenging markets
This article was originally published here and submitted to Richland Source for publishing. Concerns that a trade war could lead to a recession have rippled across global markets. Investors have been watching closely as China responded to recent U.S. trade actions with retaliatory tariffs, increasing the perceived risk of a full-scale economic standoff. As a result, markets […]
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Don’t play ‘Retirement Roulette’
This article was originally published here and submitted to Richland Source for publishing. I am not a gambler. But I have seen it close enough to understand how and why so many people struggle with gambling addictions. Several years ago, my wife and I joined a few other couples from our church for a two-night stay during the […]
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How can I benefit from tax loss harvesting?
This article was originally published here and submitted to Richland Source for publishing. Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to offset the amount of capital gains owed from selling profitable assets. The simple answer to our proposed question is this: You […]
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The repeal of WEP and GPO: A victory for Social Security beneficiaries
This article was originally published here and submitted to Richland Source for publishing. The repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) marks a significant milestone in the fight for Social Security fairness. For decades, these provisions have reduced Social Security benefits for millions of public servants, including teachers, police […]