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Tax History Trivia!

May 5, 2021

With the IRS moving tax day back for all U.S. filers for the second time in as many years, it’s time once again for a fun diversion by looking back at tax history! Test your tax knowledge using these questions to stump your friends and family.

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April Market Recap - Is It Time to "Sell High"?


Here is a recap of market performance for the month of April and year-to-date: Stocks appreciated in April, with US large cap up over 5%, international stocks following close behind, and US small cap behind both. During this timeframe, bonds have rebounded and posted positive returns. Year to date, all stock categories are positive, and small cap stocks leading the way. Bonds are still negative on the year.

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Don't Overlook Renters Insurance

April 29, 2021

Do you rent an apartment or condo? If so, do you have renters insurance to protect your belongings and to cover you against liability claims? A surprising number of renters don’t bother with insurance.

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Cross-Training: Essential for Small Business Survival

April 27, 2021

Have you considered cross-training your employees to ensure more than one person knows all key functions? Cross-training can be a win-win situation for you and your employees. Large companies often use it to prepare managers for future promotions. Bu

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Businesses Get More Time to Apply For PPP Loans

April 21, 2021

Legislation provides other business relief provisions -- Here's what you need to know about the Paycheck Protection Program (PPP) loans and other business relief provisions of the recently-passed American Rescue Plan Act.

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April Mid-Month Update


Yesterday marked the typical annual observance of tax day. Even though this year the tax deadline has been extended to May, we are still celebrating.

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The Gift of Grace

April 15, 2021

After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else.

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New Tax Breaks Benefit Millions

April 13, 2021

The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year.

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W&H Team News - Spring 2021

April 12, 2021

W&H is excited to welcome a new team member! Our Investment Advisory Services Intern, Matthew Lefelhoc, has decided to stay on with us after he graduates from The Ohio State University - Fisher College of Business in May. Originally hired as a 20

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New Retirement Planning Software


Last year we embraced many changes, including a new retirement planning software. RightCapital is an intuitive program that allows us to pull together all of your investment accounts, including those outside of Charles Schwab.

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Be Aware: Email Scams on the Rise

By Jerod Daniel   |  April 12, 2021

While we’ve all been focused on the lingering pandemic, or balancing real life with work-from-home life, cybercriminals are taking advantage our distractions with attacks via email and text messages.

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Estate Planning for Today’s Young Professional

By Aaron Bates, CFP, Investment Advisor   |  April 12, 2021

As young professionals get married, have children, buy a house, and perhaps grow a business, not many people in their 30s and 40s have “estate planning” near the top of the to-do list. Unfortunately, tragedies happen. Preparing for the wo

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First Quarter Market Recap


After a dramatic and emotional year for financial markets in 2020, stocks and bonds have taken divergent paths to begin 2021. Stocks have continued to climb higher, while the price of bonds has declined. This is a result of higher economic growth exp

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Teach Your Kids How to Set Sail with Finances


Do you feel like you’ve missed the boat when it comes to educating your kids about finances? It’s not too late to teach them these four basic principles.

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ALERT! Late Tax Legislation Creating Havoc

April 7, 2021

Congress' recent move to retroactively make a portion of 2020 unemployment income tax-free is creating havoc during this year's tax filing season. Here is what you need to know.

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March Market Recap – How Important are Dividends?


Here is a recap of market performance for the month of March and year-to-date. Stocks increased during the month of March, with US large cap and international stocks leading the way. US small stocks were positive, but lagged for the month. Year to date, small cap is the clear leader, while large cap and international have also posted impressive returns. Bonds continued to struggle for both the month and the year, having negative returns over both timeframes.

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Keywords: market update

Starting a Business Now Could Make a Lot of Sense

March 24, 2021

The same factors that we've been dealing with for the past 12 months during the pandemic can also create an opportunity if you are considering starting a small business.

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Get Your Contractor or Employee Classification Right!

March 17, 2021

Tax challenges can be VERY expensive. As a small business owner, you may face the issue of whether to classify workers as employees or as independent contractors. Classifying your workers as independent contractors generally saves you money. That’s because you avoid paying employment taxes and benefits on their behalf.

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The New World of Bank Reconciliations

March 10, 2021

Here’s a look at the new world of bank reconciliations and some ideas to use to ensure your bank account is accurate.

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Answers to Common Tax Questions

March 3, 2021

With the April 15 tax filing deadline right around the corner, here are answers to some common tax questions.

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February Market Recap


We hope you are doing well. Here is a recap of market performance for the month of February and year-to-date: Stocks increased during the month of February. US small stocks performed best, followed by US large cap and international stocks. Bonds, however, have lost money both for the month and the year, as interest rates continued to rise.

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Hiring Family Members - What You Need to Know!

February 25, 2021

Many business owners hire their children, their spouse, or other family members to work in their business. Sometimes this works out well. Other times it causes problems. Let’s look at the pros and cons of putting family members on your payroll.

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Protect Your Tax Return With This Secret Weapon!

February 23, 2021

The Problem - You hang up the phone with a huge smile on your face. You just learned that you’re getting a pretty sizeable tax refund this year. Now all you need to do is kick back and wait a week or two for the IRS

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Your Identity is NOT Your Own!

February 17, 2021

How companies use your identity and what you can do to protect it.

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Mid-February Market Update

By Ryan Gilmer, CFA, CMT Chief Investment Officer   |  February 16, 2021

We hope you are doing well. Here is a recap of market performance for the month of February so far:

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Organized Business Records Save Time and Money

February 11, 2021

Here are some suggestions to help you master the art of documenting and organizing your business now and in the future.

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Be Prepared For These Pandemic-Related Tax Surprises

February 9, 2021

Don’t get shocked by a high tax bill! Be prepared for these pandemic-related tax surprises when you file your 2020 tax return.

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Keywords: covid19, tax prep

4 Ways to Make Sure Your Tax Return Doesn't Get Stuck

February 3, 2021

Here are four ways to make sure the preparation of your tax return keeps humming along until it gets filed.

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January Market Update


We hope you are doing well. Here is a recap of market performance for the month of January: Stocks were a mixed bag in January. US small stocks increased for the month, while US large and international stocks declined. Bonds were also down, as intermediate and long-term interest rates increased.

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2021 Retirement Plan Limits

January 20, 2021

As part of your 2021 tax planning, now is the time to review funding your retirement accounts. By establishing your contribution goals at the beginning of each year, the financial impact of saving for your future should be more manageable.

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