What We Learned in the Markets

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/

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/

Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead. Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends. Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends. Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics 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. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

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/ #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

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/ #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

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/ #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

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/ #Investment #InvestmentStrategy #StockMarket #Trading #Forex #ForexMarketAnalysis #CurrencyTrading #MacroEconomics

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/

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/

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/

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/