Anniversary Event RSVP
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!
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
Happy New Year! 2023 opens with the ability to contribute more to your retirement accounts. Due to the high inflation we saw in 2022, many
Financial markets had mixed returns in December. Bonds and international stocks were roughly flat, while US large and small cap stocks declined. For the year, all four asset classes went down in value.
Recurring transactions can help save you time and data entry in many ways. Some of the most common times using recurring transactions are used described