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How to Build Your Emergency Fund - When You Have No Money

October 29, 2020

This year’s pandemic highlights the importance of having enough money set aside in an emergency fund to cover six to nine months of key expenses should you lose your job.

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Generate Business Buzz With a Press Release

October 27, 2020

When crafting your business's marketing strategy, don't forget about developing a relationship with the press. Although newspapers and magazine circulation has drastically decreased over the past 20 years, the demand for content still exists via onli

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Don't Make These Business Website Mistakes

October 21, 2020

Your company’s online presence leaves a lasting impression—positive or negative. When people check out your homepage, will they stick around? Will they buy? Will they return? Make your website easy to use and current, and new orders may b

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October Mid-Month Update


We hope you are doing well. Here is a recap of market performance for the month of October and year-to-date:

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The Lowdown on the Great Autumn Gourd

October 15, 2020

Corn might be the king of U.S. crops, but pumpkins are always in demand this time of year by kids and others celebrating fall’s festivities. Here are several interesting tidbits about one of America’s favorite fall gourds.

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Switching Jobs? Here's What To Do With Your 401(k)

October 13, 2020

Suppose you’re switching jobs if you were furloughed because of the pandemic or you’re simply searching for greener pastures. If you have a 401(k) from your soon-to-be former employer, you must decide what to do with your retirement accou

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Some W&H Good News!

By Jordan Kvochick   |  October 10, 2020

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

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Year-End Tax Savings

By Jessica Syme, CPA   |  October 10, 2020

Fall is finally here! As 2020 draws to a close, it’s important to keep tax planning strategies in mind. Grab your favorite pumpkin-flavored drink, and let’s take look at some important potential tax savings:

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Beware Scams Targeting Seniors

By Jerod Daniel   |  October 10, 2020

Financial scams targeting seniors can get quite scary. Thieves are more clever than ever, often posing as banks, creditors, or government agencies to steal personal and financial information. Recently, the US Senate Committee on Aging has identified

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Retirement Planning: A Holistic Approach


As part of our commitment to continual learning, advisors often participate in events designed to sharpen our skills and keep updated with what’s new. Tracy recently attended the InvestmentNews Retirement Income Summit Virtual Event. Tim sat do

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Third Quarter 2020 Market Update


In the third quarter, stocks continued to go up, regardless of where you looked. US large cap, small cap, and international stocks all increased. Bonds lagged behind, but still had positive returns.

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Is a Tax Trap Lurking in Your Paycheck?

October 7, 2020

Does your paycheck look a little higher than normal? If so, it could be a tax trap.

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Weekly Market Update - October 5th


We hope you are doing well. We’ve attached a quarterly review video that discusses the following: How did major asset classes perform in the third quarter? What is the outlook for the fourth quarter and the election?

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September Market Update


Here is a recap of market performance for the month of September and year-to-date. September and year-to-date equity returns were opposites of each other. For the year, the S&P 500 has outperformed international and small cap stocks. During September, the S&P 500 trailed them both. Bonds were the best performer last month, and also for the year.

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