In December 2022, Congress passed another massive tax bill, updating a number of provisions to assist Americans saving for retirement. This is commonly known as SECURE Act 2.0. Here are some highlights:
On a car ride to Columbus, Ohio in 1983, CPAs Ed Whitcomb and Jim Hess agreed to form Whitcomb & Hess. They believed they could
In March, market performance varied widely based on asset class. US small cap stocks declined significantly, while large cap stocks, international stocks, and bonds increased in value.
We hope you can join us as we celebrate the firm’s 40th Anniversary, and the retirement of one of our long-time CPAs, Tami Reynolds!
Markets declined in February. US small cap stocks declined the least, while US large cap, international stocks, and bonds were all down similar amounts. For the year, all stock categories have provided positive returns, and bonds are also slightly up.
Financial markets started the year off well. US small cap stocks and international large cap stocks fared best, but US large caps and bonds also increased.
Holiday Party The week before Thanksgiving, we gathered our team and their spouses together for some fun and fellowship before the holiday season kicked off.
While many investors saw their account values drop in 2022, there may be a silver lining. Perhaps this is an opportunity to do a Roth
This year marks the 40th Anniversary of our firm. Ed Whitcomb had provided outstanding service as a CPA in Ashland for many years before meeting
