WRS Wealth Advisors: Parker Sherry

02/16/2026

Our office will be closed tomorrow in observance of President’s Day.

07/18/2025

📉 Slowing Momentum, Policy Shifts & What It Means for Investors

As we move through the second half of 2025, we’re seeing the U.S. economy cool off—and policy moves, especially tariffs, are starting to play a bigger role than the data alone.

J.P. Morgan’s latest Notes on the Week Ahead (linked below) hits on a few key points that stood out:

- Consumer spending is slipping and homebuilding remains weak.
- Government spending is slowing, and early cracks are showing in the labor market.
- Real final sales may shrink in Q3, signaling more softness ahead.
- Tariff revenue has jumped from $7B to $27B YoY—pushing the effective tariff rate to 8.2%.
- This surge is likely to drive inflation above 3% by year-end, hitting everyday consumers hardest.

Full read below:

On Tuesday, we will release our third quarter 2025 Guide to the Markets. On Wednesday, we will host conference calls with financial professionals to discuss the outlook.

07/16/2025

📣 Please join us in welcoming our summer intern, Sergio Marinelli, to WRS Wealth Advisors!

Sergio is currently studying Finance with a minor in Financial Planning at The Ohio State University’s Fisher College of Business. Since joining us in June, he’s been gaining hands-on experience and learning the inner workings of the financial planning world.

Throughout the summer, Sergio will be supporting Parker's day-to-day operations while continuing to build valuable skills that will serve him throughout his career. His drive to learn and passion for the industry have already made him a strong addition to our team.

We’re excited to see all that he’ll accomplish this summer—and beyond!

06/12/2025

Last week, WRS Wealth Advisors - Ryan Miller and I had an incredible time hosting an informational session for local healthcare professionals. It was inspiring to connect with so many of you in person!

We dove into topics tailored to your unique needs— retirement planning, risk management, tax efficiencies.

Huge thanks to everyone who came out! Your engagement and thoughtful questions made the event truly special. Thanks to the Kabob House - Mediterranean cuisine for a beautiful venue and meal. We also appreciate the positive feedback heading our way—it’s motivating us to keep building value for our community.

👉 Missed it? Let us know if you’d like a follow-up video, slides, or a one-on-one chat. We’re here to help you feel confident and prepared for what lies ahead.

Stay tuned—more events and resources are coming soon!

06/04/2025

We’re looking forward to a great evening tomorrow with our local healthcare professionals at the Kabob house! 🩺💙

Ryan and I are excited to host this appreciation event as a small thank-you for the incredible impact you make every day. These raffle baskets will be given away during the event — just a little something extra to show our gratitude!

The event is tomorrow, so if you’d still like to attend, please let us know as soon as possible — we’d love to have you!

06/02/2025

Appreciate everyone who’s tuned in so far! Ryan and I are working on the next round of topics—what financial question do you want us to break down?

Comment Below ⬇️

05/29/2025

🎉We’re excited to host our upcoming event for healthcare professionals! 🎉

Parker Sherry and Ryan Miller are looking forward to welcoming local nurses and healthcare providers to Kabob House on Thursday, June 5th at 5 PM for dinner, meaningful conversation, and raffle baskets as a small thank you for all that you do. 🩺🍽️🎁

This event, Beyond the Match, will focus on retirement planning tailored specifically for those in healthcare.

📍 Location: Kabob House, 621 Boardman-Canfield Rd
📅 Date: Thursday, June 5th
⏰ Time: 5:00 PM
🎟️Spots are limited and almost full!

👉 Text 330-953-3722 or email [email protected] to reserve your seat.

Tag a healthcare professional who should attend!

We can’t wait to see you there!

05/26/2025

On Memorial Day, we honor the men and women who made the ultimate sacrifice in service to our country.

Their courage and commitment are the reason we have the freedom to live, work, and build in this great nation. The strength of the United States has always come from those willing to stand up for its ideals—and we owe them a debt that can never be repaid.

Today is about reflection, gratitude, and remembering that the success of this country rests on the shoulders of those who gave everything to protect it.

05/21/2025

Roth 401(k)s have the ability to give you more control in retirement.

With no required minimum distributions (RMDs), you’re not forced to withdraw at a certain age—allowing your money to grow tax-free on your terms. Check out this quick Money Minute to learn more:

05/16/2025

Join me this June for a Wealth Management Seminar Series at the East Palestine Resiliency Center!

We’ll cover budgeting, retirement planning, investing basics, and protecting your financial future — all in a relaxed, easy-to-understand format.

Tuesdays | June 3rd–24th | 4:30–5:30 PM
Call 330-718-8260 to reserve your spot!

💼 You're Invited 💼

Join us for a series of informative and engaging seminars designed to help you take control of your financial future. Whether you're planning for retirement, saving for college, or building long-term wealth, our expert-led sessions offer valuable insights for every stage of life.

📅 Upcoming Seminar Topics Include:
💡 Budgeting, saving, and financial habits for everyday life
📈 How to prepare 401(k)s, IRAs, and simple strategies
🏡 Investing basics and simple ways to build long-term wealth
👨‍👩‍👧‍👦 Insurance, wills, and preparing for life's curveballs

Parker will break down complex topics into simple, actionable steps you can use to feel more confident in your financial journey.

✨ All are welcome ✨

📍 East Palestine Resiliency Center
50410 OH-14
East Palestine, OH 44413
🕒 Tuesdays in June at 4:30pm
🔗 Please register by calling the East Palestine Resiliency Center Mon-Fri 8am-4pm at (330) 718-8260

Reserve your spot today and take the next step toward financial clarity and peace of mind!

05/03/2025

📊 Target Date Funds vs. Custom Planning — Which Is Right for Your 401(k)?

Not all retirement strategies are created equal.

✔️ Target Date Funds offer simplicity—but may fall short for those with unique goals or risk profiles.
✔️ Custom Planning provides flexibility, adaptability, and the ability to truly tailor your strategy—especially in today’s shifting market.

If you’re relying on a one-size-fits-all fund, it might be time to ask: Is my 401(k) really working for me?

💬 Let’s take a closer look at your plan. Whether you’re a business owner or an individual investor, we can help evaluate your options and design a smarter retirement strategy.