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Summertime tax savers

July 7, 2017

Summer may be one of the best times to review your taxes, because taking the time now could result in 2017 tax savings. Here are just a few tax-saving ideas to consider.

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Keywords: tax, taxes

Weddings and taxes – A checklist

July 6, 2017

When planning a wedding, the to-do list seems endless. But, don't make the mistake of neglecting some tax planning for this life-changing event.

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Keywords: tax, taxes, wedding

The Power of Estate Planning Documents

By Jim Hess, CEO, CPA   |  July 3, 2017

My wife, Margaret Ann, and I are walking through the season of life where caring for parents has become a significant responsibility. While it has been a blessing to journey with our parents through their latter stages of life, it has also taught us

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Morningstar Investment Conference 2017 Recap

In April, I attended the annual Morningstar investment conference in Chicago. The conference provides financial advisors and mutual fund representatives an opportunity to gather together and discuss current events in our industry. Global economic upd

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Keywords: morningstart

SEC Shortens Equity Trade Settlement Days

July 3, 2017

Impatient stock traders: rejoice! Effective September 5, 2017, the SEC will shorten the settlement period for purchase or sale of stocks (equities), bonds, and exchange traded funds (ETF’s). Currently, it takes 3 business days for these types o

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Investment Update

By Aaron Bates, CFP, Investment Advisor   |  July 3, 2017

2017 Q2In spite of many political twists and turns, stock and bond markets continued their winning ways in the second quarter of 2017. Stocks were led by international holdings despite troubling political headlines both in the United States and abroad

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Keywords: investments  |   2 comments

Employee Spotlight: Tracy Wells

July 3, 2017

Many of you may already know Tracy Wells, who serves as one of our three Investment Advisor Representatives. Tracy has been with Whitcomb & Hess since 2011.

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Keywords: tracy wells

Great Things are Happening in Ashland!

July 3, 2017

New Businesses, Upcoming Events, in the Community

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Keywords: ashland

June 2017 Market Insight

July 3, 2017

Resilience seems to be the keyword for the month of June. The month kicked off with stock markets reaching all-time highs, dropping down, and bouncing right back up to another new all-time high later in the month. Consistent with the pattern so far this year, US stocks, international stocks, and bonds continue to climb higher with strong momentum.

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Keywords: market insight