2024 was a year of unexpectedly strong market performance. Major stock market indices generated historic gains with the S&P 500 returning...

Important Year-End Financial Planning Reminders As the end of the year approaches, it's a great time to take a look at your financial...

A Roth IRA conversion can be a strategic move for those looking to manage taxes and maximize their retirement savings. Unlike traditional...

At Whitener Capital Management, we believe in helping families plan for their children’s financial future. One way to do this is by...

When it comes to the stock market and U.S. presidencies, the relationship is often complex and multifaceted. Investors sometimes worry...

In the ever-evolving world of finance, one principle remains constant: the importance of portfolio longevity. As investors, our primary...

When it comes to managing your 401(k), making informed decisions can significantly impact your financial future. Whether you're just startin

As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial...

Why, Why Not, and How to Do a Roth Conversion: A Strategic Guide When planning for retirement, one of the key decisions you'll face is...