What We Learned in the Markets

Soft Inflation and Soft Landing | What We Learned in the Markets: Oct 27, 2025

Co-Chief Investment Officer Summit Puri of Whitaker Myers Wealth Managers 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 [https://www.youtube.com/hashtag/whitakermyerswealthmanagers] #WhatWeLearnedInTheMarketsThisWeek [https://www.youtube.com/hashtag/whatwelearnedinthemarketsthisweek] #InvestmentStrategy [https://www.youtube.com/hashtag/investmentstrategy] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #MacroEconomics [https://www.youtube.com/hashtag/macroeconomics] We are one of Ramsey Solutions and ‪@TheRamseyShow‬ [https://www.youtube.com/@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 [https://www.youtube.com/@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 [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.

Diversification Wins Again in Volatile Markets | What We Learned in the Markets: Oct 20, 2025

Co-Chief Investment Officer Summit Puri of Whitaker Myers Wealth Managers 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 [https://www.youtube.com/hashtag/whitakermyerswealthmanagers] #WhatWeLearnedInTheMarketsThisWeek [https://www.youtube.com/hashtag/whatwelearnedinthemarketsthisweek] #InvestmentStrategy [https://www.youtube.com/hashtag/investmentstrategy] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #MacroEconomics [https://www.youtube.com/hashtag/macroeconomics] We are one of Ramsey Solutions and ‪@TheRamseyShow‬ [https://www.youtube.com/@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 [https://www.youtube.com/@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 [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.

Gold Hits Record. Stocks Tumble. What’s Really Going On | What We Learned in the Markets: Oct 14, 2025

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 [https://www.youtube.com/hashtag/whitakermyerswealthmanagers] #WhatWeLearnedInTheMarketsThisWeek [https://www.youtube.com/hashtag/whatwelearnedinthemarketsthisweek] #InvestmentStrategy [https://www.youtube.com/hashtag/investmentstrategy] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #MacroEconomics [https://www.youtube.com/hashtag/macroeconomics] We are one of Ramsey Solutions and ‪@TheRamseyShow‬ [https://www.youtube.com/@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 [https://www.youtube.com/@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 [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.

Positive Outlook and Government Shutdown| What We Learned in the Markets This Week: October 06, 2025

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 [https://www.youtube.com/hashtag/whitakermyerswealthmanagers] #WhatWeLearnedInTheMarketsThisWeek [https://www.youtube.com/hashtag/whatwelearnedinthemarketsthisweek] #InvestmentStrategy [https://www.youtube.com/hashtag/investmentstrategy] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #MacroEconomics [https://www.youtube.com/hashtag/macroeconomics] We are one of Ramsey Solutions and ‪@TheRamseyShow‬ [https://www.youtube.com/@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 [https://www.youtube.com/@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 [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.

What is Spooking Investors? | What We Learned in the Markets This Week: August 29, 2025

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 [https://www.youtube.com/hashtag/whitakermyerswealthmanagers] #WhatWeLearnedInTheMarketsThisWeek [https://www.youtube.com/hashtag/whatwelearnedinthemarketsthisweek] #InvestmentStrategy [https://www.youtube.com/hashtag/investmentstrategy] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #MacroEconomics [https://www.youtube.com/hashtag/macroeconomics] We are one of Ramsey Solutions and ‪@TheRamseyShow‬ [https://www.youtube.com/@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 [https://www.youtube.com/@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 [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.