Tax Impact of Capital Gains and Losses in a Fluctuating Market
Being invested in the market has proved to be a wild ride this year. You may have already realized some significant capital gains and capital losses, but your 2022 tax situation is not final until year-end.
End-of-Year Checklist
With the end of the year approaching, we wanted to remind you of a few things to consider regarding your retirement accounts.
W&H Team News – Summer ’21
This April, our newest Investment Advisor Representative, Matthew Lefelhoc, passed the FINRA Series 65 exam. In June, we sharpened our skills and had some fun at our annual Team Retreat.
Some W&H Good News!
In the famous words of Albus Dumbledore, “Happiness can be found, even in the darkest of times, if one only remembers to turn on the light.” Even though he’s a fictional character, he makes a good point. Considering how 2020 has had
Day of Caring 2018
Yesterday afternoon, almost half of the Whitcomb & Hess crew (and even some of their spouses!) headed out of the office to join over 300 volunteers at the United Way’s annual Day of Caring. It’s a cause that we strongly believe in, and the staff
Tracy Wells Achieves NSSA Advisors Certificate
Tracy Wells, Investment Advisor Representative and Financial Planning Specialist, has achieved her National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati.
