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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