In April, market performance was mixed. International stocks and US large caps had positive returns, while bonds were also up.
CPA Tami Reynolds is retiring this month! Tami joined the firm in the fall of 1986 and has been with us through 36 tax seasons.
We all know the saying, “It’s the little things that count.” This is especially true when it comes to your estate plan. Making sure your
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.
