What We Learned in the Markets & Question of the Week

De: Whitaker-Myers Wealth Managers LTD.
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  • Resumen

  • 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.
    Whitaker-Myers Wealth Managers 2023
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Episodios
  • What Are The Top Five Negotiating Tips When Purchasing a Home?

    What Are The Top Five Negotiating Tips When Purchasing a Home?
    May 31 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Stephen in Bellville, Ohio, who asks, “John-Mark Mark I think I’ve found my dream home – it may be a littler pricer than I anticipated paying, so to be financially prudent I want to ensure I’m getting the best deal, can you please share the top five tips for negotiating when buying a house, that you give your clients?"

    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/
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    8 m
  • How Do I Remove My Private Mortgage Insurance (PMI) From My Mortgage

    How Do I Remove My Private Mortgage Insurance (PMI) From My Mortgage
    May 30 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Phil in Daytona Beach, Florida, who asks: John-Mark my wife and I recently sold our home in Ohio. When we moved down to Florida because home prices were a bit more expensive we didn’t quite have 20% to put down. I now have PMI insurance. What are the steps I should take to have this removed from my mortgage?"

    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/
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    10 m
  • What Is a Bear Market and Why Does That Present a Problem For Someone In Or Near Retirement?

    What Is a Bear Market and Why Does That Present a Problem For Someone In Or Near Retirement?
    Aug 22 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Deborah in Dallas, Texas, who asks, “John-Mark my husband and I are nearing retirement and therefore we’d like to understand what are the major risks we face. It seems that a bear market might be one we should be wary of. Can you please help us understand what a bear market is and how a retiree can navigate this dynamic?”

    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/
    Más Menos
    8 m
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