Resources

New Tax Breaks Benefit Millions

The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year.

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First Quarter Market Recap

After a dramatic and emotional year for financial markets in 2020, stocks and bonds have taken divergent paths to begin 2021. Stocks have continued to climb higher, while the price of bonds has declined. This is a result of higher economic growth exp

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Estate Planning for Today’s Young Professional

As young professionals get married, have children, buy a house, and perhaps grow a business, not many people in their 30s and 40s have “estate planning” near the top of the to-do list. Unfortunately, tragedies happen. Preparing for the wo

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Be Aware: Email Scams on the Rise

While we’ve all been focused on the lingering pandemic, or balancing real life with work-from-home life, cybercriminals are taking advantage our distractions with attacks via email and text messages.

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New Retirement Planning Software

Last year we embraced many changes, including a new retirement planning software. RightCapital is an intuitive program that allows us to pull together all of your investment accounts, including those outside of Charles Schwab.

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W&H Team News – Spring 2021

W&H is excited to welcome a new team member! Our Investment Advisory Services Intern, Matthew Lefelhoc, has decided to stay on with us after he graduates from The Ohio State University – Fisher College of Business in May. Originally hired as a 20

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March Market Recap – How Important are Dividends?

Here is a recap of market performance for the month of March and year-to-date. Stocks increased during the month of March, with US large cap and international stocks leading the way. US small stocks were positive, but lagged for the month. Year to date, small cap is the clear leader, while large cap and international have also posted impressive returns. Bonds continued to struggle for both the month and the year, having negative returns over both timeframes.

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