Resources
What’s Happening at W&H?
Fall Shred Day! On September 30th, we hosted our first Fall Shred Day, in support of the United Way of Ashland County. We were glad
October 10, 2022
Q3 2022 Market Recap
This quarter has been disappointing for investors, and volatility has continued. US small-cap, large-cap, and international stocks all declined. Bonds also went down. The rising interest rate environment that began when the calendar flipped from 2021 to 2022 continues to be the main driver of economic and financial markets.
October 10, 2022
2023 Social Security COLA
Receiving Social Security benefits? You may have heard rumors that this year’s Cost of Living Adjustment (COLA) will be a big one!
October 10, 2022
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.
October 10, 2022
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.
October 10, 2022
Understanding Inherited IRAs
The rules around Inherited IRAs changed in 2019 with the passage of the Secure Act. Regulations released in 2022 outline the process, and the choices a beneficiary has are now a little more complex. I hope this will help you determine what rules apply to your situation, and decide the best choice for you.
October 10, 2022
September ’22 Market Update
Financial markets declined in September. Bonds lost the least, followed by US large-cap stocks. US small-cap stocks and International stocks fared the worst. The same is true for the year to date.
October 3, 2022
