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5 Benefits of a Roth IRA
5 Key Benefits of a Roth IRA A Roth IRA is one of the most powerful retirement savings vehicles available, offering unique advantages...
Feb 5, 2025


Maximizing Your 401(k): How Much Should You Contribute?
Maximizing Your 401(k): How Much Should You Contribute? One of the most common financial planning questions is: How much should I...
Feb 3, 2025


2024 Market Recap: Reminders for the Upcoming Year
2024 was a year of unexpectedly strong market performance. Major stock market indices generated historic gains with the S&P 500 returning...
Jan 3, 2025


Important Year-End Financial Planning Reminders
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...
Dec 18, 2024


6 Strategic Benefits of a Roth IRA Conversion
A Roth IRA conversion can be a strategic move for those looking to manage taxes and maximize their retirement savings. Unlike traditional...
Dec 4, 2024


Investment Account Options for Minors
At Whitener Capital Management, we believe in helping families plan for their children’s financial future. One way to do this is by...
Nov 14, 2024


The Stock Market and Presidencies: What History Tells Us About Politics and Market Performance
When it comes to the stock market and U.S. presidencies, the relationship is often complex and multifaceted. Investors sometimes worry...
Oct 28, 2024


The Importance of Portfolio Longevity in Financial Planning
In the ever-evolving world of finance, one principle remains constant: the importance of portfolio longevity. As investors, our primary...
Oct 17, 2024


5 Commonly Asked Questions by 401(k) Participants
When it comes to managing your 401(k), making informed decisions can significantly impact your financial future. Whether you're just startin
Oct 8, 2024
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