Resources

Tax Filing Reminders

Now is the ideal time to schedule a tax-planning session. Your tax return outcome is still fresh, and it’s early enough in the year to make corrective action to take advantage of the numerous new tax law changes taking place in 2018. Here’s a brief overview of some of the new tax issues that you need to plan for now.

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April 2018 Market Insight

With April now behind us, the S&P 500 is just about even from the beginning of the year, but what a ride it has been! January gave us the “Melt Up” of over 7%, February brought a correction, and March was a whipsaw of trade concerns and inflation fears. It seems April was more of the same.

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Update on the Tax Cuts and Jobs Act (TCJA)

The Tax Cuts and Jobs Act (TCJA) was passed by Congress in a hurry late last year, and the IRS and tax preparers have been working to digest some of the more thorny issues created by the tax overhaul. Here are the latest answers to some of the most common questions.

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How to handle a gap in health care coverage

Health care coverage gaps happen. Whether because of job loss or an extended sabbatical between gigs, you may find yourself without health care for a period. Here are some tax consequences you should know about, as well as tips to fix a coverage gap.

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The Constant Tension: Risk vs. Return

When I was studying to obtain the CERTIFIED FINANCIAL PLANNER™ certification, one of the first definitions I had to memorize was the meaning of risk–the possibility of loss. Risk is everywhere in our world, and as your advisors it is our job to help you identify these risks and find the most effective means to reduce or eliminate them.

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Employee Spotlight: Tammy Higgins & Jerod Daniel

Support staff often play an unrecognized yet vital role in a business’s success. In many ways, they are the mortar that holds all the bricks together. At Whitcomb & Hess, we understand their value and would like to introduce to you to two of our Investment Team members who contribute greatly to our organization.

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