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Dollar Cost Averaging vs. Lump Sum Investing
At Whitener Capital Management, we believe in the power of Dollar Cost Averaging…especially for younger investors. This disciplined...
Jul 26, 2024


The Impact of Elections on the Stock Market
The Impact of Elections on the Stock Market: Insights from Historical Data Elections often spark discussions and debates about potential...
Jul 18, 2024


Time in The Market vs Timing The Market: The Importance of Staying Invested
The Power of Staying Invested: Why Timing the Market is a Risky Strategy In the world of investing, the temptation to time the market is...
Jul 18, 2024


Maximizing Your Retirement Savings: A Guide for the Self-Employed
Maximizing Your Retirement Savings: A Guide for the Self-Employed As a self-employed individual, planning for retirement can seem like a...
Jul 18, 2024


Maximizing Your Social Security Benefits
As part of a retirement plan, Social Security stands as a cornerstone for many individuals. Understanding how to maximize these benefits...
Jul 18, 2024


5 Benefits of Saving Early and the Power of Compounding Returns
In the realm of personal finance, one of the most valuable pieces of advice you'll ever receive is to start saving early. It's a simple...
Jul 18, 2024


Saving for Higher Education with a 529 Educational Savings Plan
What are 529s? 529 plans are tax advantaged savings plans designed to help pay for educational expenses from kindergarten through graduate school. These plans are sponsored and run by the 50 states and the rules and fees differ by state. The funds in a 529 grow on a tax-deferred basis and are tax penalty free when withdrawn and used for qualified expenses. Who can open 529s? Anyone can open a 529 account, but they are typically established by parents or grandparents on be
Jul 18, 2024


Reflecting on 2023: A Golden Opportunity for Retirement Plan Review
As we embark on a new year, it's the perfect time to reflect on the twists and turns of the previous year and ensure that our retirement...
Jul 18, 2024


IRA Contribution Limits and Deadlines 2023 & 2024
We hope you are having a Happy New Year! As you are planning for the year ahead, we wanted to take a moment and remind you of the IRA...
Jul 18, 2024
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